Planning Alternatives’s Vanguard Total Stock Market ETF VTI Stock Holding History

Planning Alternatives’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$664K	Buy	2,185 +1,070	+96%	+$325K	0.09%	44
2025 Q1	$306K	Buy	1,115 +46	+4%	+$12.6K	0.05%	65
2024 Q4	$310K	Buy	+1,069	New	+$310K	0.05%	51
2020 Q4	–	Sell	-1,467	Closed	-$250K	–	48
2020 Q3	$250K	Hold	1,467	–	–	0.05%	42
2020 Q2	$230K	Sell	1,467 -300	-17%	-$47K	0.05%	41
2020 Q1	$228K	Sell	1,767 -9,124	-84%	-$1.18M	0.05%	39
2019 Q4	$1.78M	Sell	10,891 -124	-1%	-$20.3K	0.31%	27
2019 Q3	$1.66M	Sell	11,015 -24	-0.2%	-$3.62K	0.3%	26
2019 Q2	$1.66M	Sell	11,039 -62	-0.6%	-$9.31K	0.3%	27
2019 Q1	$1.61M	Sell	11,101 -468	-4%	-$67.7K	0.29%	27
2018 Q4	$1.48M	Sell	11,569 -138	-1%	-$17.6K	0.31%	27
2018 Q3	$1.75M	Sell	11,707 -52	-0.4%	-$7.78K	0.3%	29
2018 Q2	$1.65M	Sell	11,759 -1,700	-13%	-$239K	0.29%	29
2018 Q1	$1.83M	Sell	13,459 -67	-0.5%	-$9.1K	0.33%	27
2017 Q4	$1.86M	Sell	13,526 -253	-2%	-$34.7K	0.33%	28
2017 Q3	$1.79M	Sell	13,779 -306	-2%	-$39.6K	0.33%	27
2017 Q2	$1.75M	Sell	14,085 -65	-0.5%	-$8.09K	0.33%	27
2017 Q1	$1.72M	Buy	14,150 +10,651	+304%	+$1.29M	0.33%	28
2016 Q4	$404K	Sell	3,499 -54	-2%	-$6.24K	0.08%	39
2016 Q3	$396K	Sell	3,553 -120	-3%	-$13.4K	0.08%	38
2016 Q2	$394K	Hold	3,673	–	–	0.09%	39
2016 Q1	$385K	Sell	3,673 -1,769	-33%	-$185K	0.09%	38
2015 Q4	$568K	Hold	5,442	–	–	0.13%	36
2015 Q3	$537K	Sell	5,442 -304	-5%	-$30K	0.13%	35
2015 Q2	$615K	Sell	5,746 -74	-1%	-$7.92K	0.13%	32
2015 Q1	$624K	Hold	5,820	–	–	0.14%	31
2014 Q4	$617K	Hold	5,820	–	–	0.13%	34
2014 Q3	$589K	Hold	5,820	–	–	0.14%	34
2014 Q2	$592K	Sell	5,820 -1,147	-16%	-$117K	0.15%	32
2014 Q1	$660K	Sell	6,967 -1,751	-20%	-$166K	0.19%	25
2013 Q4	$836K	Sell	8,718 -21	-0.2%	-$2.01K	0.25%	20
2013 Q3	$766K	Buy	8,739 +202	+2%	+$17.7K	0.36%	11
2013 Q2	$706K	Buy	+8,537	New	+$706K	0.4%	12