Planning Alternatives’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $664K | Buy |
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|
2025
Q1 | $306K | Buy |
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|
2024
Q4 | $310K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $250K | Hold |
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|
2020
Q2 | $230K | Sell |
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|
2020
Q1 | $228K | Sell |
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|
2019
Q4 | $1.78M | Sell |
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|
2019
Q3 | $1.66M | Sell |
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|
2019
Q2 | $1.66M | Sell |
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|
2019
Q1 | $1.61M | Sell |
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|
2018
Q4 | $1.48M | Sell |
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|
2018
Q3 | $1.75M | Sell |
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|
2018
Q2 | $1.65M | Sell |
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|
2018
Q1 | $1.83M | Sell |
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|
2017
Q4 | $1.86M | Sell |
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|
2017
Q3 | $1.78M | Sell |
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|
2017
Q2 | $1.75M | Sell |
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|
2017
Q1 | $1.72M | Buy |
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|
2016
Q4 | $404K | Sell |
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|
2016
Q3 | $396K | Sell |
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|
2016
Q2 | $394K | Hold |
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|
2016
Q1 | $385K | Sell |
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|
2015
Q4 | $568K | Hold |
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|
2015
Q3 | $537K | Sell |
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|
2015
Q2 | $615K | Sell |
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|
2015
Q1 | $624K | Hold |
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|
2014
Q4 | $617K | Hold |
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|
2014
Q3 | $589K | Hold |
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|
2014
Q2 | $592K | Sell |
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|
2014
Q1 | $660K | Sell |
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|
2013
Q4 | $836K | Sell |
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|
2013
Q3 | $766K | Buy |
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|
2013
Q2 | $706K | Buy |
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