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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $904K | Buy |
2,819
+753
| +36% | +$253K | 0.12% | 45 |
|
|
2025
Q4 | $693K | Hold |
2,066
| – | – | 0.09% | 51 |
|
|
2025
Q3 | $678K | Sell |
2,066
-119
| -5% | -$37.6K | 0.09% | 48 |
|
|
2025
Q2 | $664K | Buy |
2,185
+1,070
| +96% | +$301K | 0.09% | 44 |
|
|
2025
Q1 | $306K | Buy |
1,115
+46
| +4% | +$13.4K | 0.05% | 65 |
|
|
2024
Q4 | $310K | Buy |
+1,069
| New | +$312K | 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% | -$44.2K | 0.05% | 41 |
|
|
2020
Q1 | $228K | Sell |
1,767
-9,124
| -84% | -$1.41M | 0.05% | 39 |
|
|
2019
Q4 | $1.78M | Sell |
10,891
-124
| -1% | -$19.4K | 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% | -$9.13K | 0.3% | 27 |
|
|
2019
Q1 | $1.61M | Sell |
11,101
-468
| -4% | -$65.3K | 0.29% | 27 |
|
|
2018
Q4 | $1.48M | Sell |
11,569
-138
| -1% | -$19.1K | 0.31% | 27 |
|
|
2018
Q3 | $1.75M | Sell |
11,707
-52
| -0.4% | -$7.65K | 0.3% | 29 |
|
|
2018
Q2 | $1.65M | Sell |
11,759
-1,700
| -13% | -$237K | 0.29% | 29 |
|
|
2018
Q1 | $1.83M | Sell |
13,459
-67
| -0.5% | -$9.39K | 0.33% | 27 |
|
|
2017
Q4 | $1.86M | Sell |
13,526
-253
| -2% | -$33.9K | 0.33% | 28 |
|
|
2017
Q3 | $1.78M | Sell |
13,779
-306
| -2% | -$38.8K | 0.33% | 27 |
|
|
2017
Q2 | $1.75M | Sell |
14,085
-65
| -0.5% | -$8.01K | 0.33% | 27 |
|
|
2017
Q1 | $1.72M | Buy |
14,150
+10,651
| +304% | +$1.28M | 0.33% | 28 |
|
|
2016
Q4 | $404K | Sell |
3,499
-54
| -2% | -$6.07K | 0.08% | 39 |
|
|
2016
Q3 | $396K | Sell |
3,553
-120
| -3% | -$13.3K | 0.08% | 38 |
|
|
2016
Q2 | $394K | Hold |
3,673
| – | – | 0.09% | 39 |
|
|
2016
Q1 | $385K | Sell |
3,673
-1,769
| -33% | -$175K | 0.09% | 38 |
|
|
2015
Q4 | $568K | Hold |
5,442
| – | – | 0.13% | 36 |
|
|
2015
Q3 | $537K | Sell |
5,442
-304
| -5% | -$31.9K | 0.13% | 35 |
|
|
2015
Q2 | $615K | Sell |
5,746
-74
| -1% | -$8.07K | 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% | -$113K | 0.15% | 32 |
|
|
2014
Q1 | $660K | Sell |
6,967
-1,751
| -20% | -$168K | 0.19% | 25 |
|
|
2013
Q4 | $836K | Sell |
8,718
-21
| -0.2% | -$1.93K | 0.25% | 20 |
|
|
2013
Q3 | $766K | Buy |
8,739
+202
| +2% | +$17.6K | 0.36% | 11 |
|
|
2013
Q2 | $706K | Buy |
+8,537
| New | +$708K | 0.4% | 12 |
|
Other funds holding VTI
RIM
VGA
VAI
WI
