Planned Solutions’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-76
| Closed | -$21.5K | – | 629 |
|
|
2024
Q3 | $21.5K | Buy |
+76
| New | +$21.5K | 0.01% | 379 |
|
|
2024
Q1 | – | Sell |
-76
| Closed | -$18K | – | 547 |
|
|
2023
Q4 | $18K | Buy |
+76
| New | +$18K | 0.01% | 376 |
|
|
2021
Q1 | – | Sell |
-134
| Closed | -$26K | – | 402 |
|
|
2020
Q4 | $26K | Buy |
134
+48
| +56% | +$9.31K | 0.02% | 263 |
|
|
2020
Q3 | $15K | Buy |
+86
| New | +$15K | 0.01% | 235 |
|