Planning Capital Management Corporation’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
2024
Q3
$3.69M Sell
2024
Q2
$3.54M Sell
2024
Q1
$3.83M Buy
2023
Q4
$3.49M Buy