Planning Center Inc’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
2025 Q2	$552K	Sell	1,818 -44	-2%	-$13.4K	0.06%	41
2025 Q1	$512K	Buy	+1,862	New	+$512K	0.06%	43
2023 Q3	–	Sell	-4,446	Closed	-$979K	–	71
2023 Q2	$979K	Buy	+4,446	New	+$979K	0.25%	27