Planning Directions’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
Sell
-1,257
Closed -$346K 119
2025
Q1
$346K Buy
+1,257
New +$346K 0.15% 86
2020
Q2
Sell
-9,576
Closed -$1.23M 101
2020
Q1
$1.23M Buy
+9,576
New +$1.23M 1.73% 13