Planning Capital Management Corporation’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 Q3	$3.69M	Sell	13,047 -192	-1%	-$54.4K	2.45%	15
2024 Q2	$3.54M	Sell	13,239 -1,497	-10%	-$400K	2.5%	15
2024 Q1	$3.83M	Buy	14,736 +22	+0.1%	+$5.72K	2.8%	11
2023 Q4	$3.49M	Buy	+14,714	New	+$3.49M	2.73%	13