Platform Technology Partners’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 | $766K | Buy |
2,389
+246
| +11% | +$82.5K | 0.15% | 127 |
|
|
2025
Q4 | $718K | Buy |
2,143
+268
| +14% | +$89.2K | 0.15% | 125 |
|
|
2025
Q3 | $615K | Sell |
1,875
-12
| -0.6% | -$3.79K | 0.15% | 129 |
|
|
2025
Q2 | $573K | Sell |
1,887
-116
| -6% | -$32.6K | 0.15% | 139 |
|
|
2025
Q1 | $551K | Sell |
2,003
-274
| -12% | -$79.6K | 0.16% | 126 |
|
|
2024
Q4 | $660K | Buy |
2,277
+10
| +0.4% | +$2.92K | 0.2% | 105 |
|
|
2024
Q3 | $642K | Buy |
2,267
+234
| +12% | +$63.8K | 0.2% | 107 |
|
|
2024
Q2 | $544K | Buy |
+2,033
| New | +$526K | 0.19% | 111 |
|
|
2023
Q4 | $422K | Buy |
1,695
+13
| +0.8% | +$2.87K | 0.16% | 125 |
|
|
2023
Q3 | $357K | Sell |
1,682
-67
| -4% | -$14.8K | 0.17% | 129 |
|
|
2023
Q2 | $386K | Buy |
1,749
+26
| +2% | +$5.42K | 0.18% | 121 |
|
|
2023
Q1 | $352K | Sell |
1,723
-1,027
| -37% | -$206K | 0.17% | 133 |
|
|
2022
Q4 | $526K | Buy |
2,750
+4
| +0.1% | +$771 | 0.27% | 95 |
|
|
2022
Q3 | $493K | Buy |
2,746
+263
| +11% | +$52.4K | 0.28% | 96 |
|
|
2022
Q2 | $468K | Hold |
2,483
| – | – | 0.26% | 102 |
|
|
2022
Q1 | $565K | Sell |
2,483
-169
| -6% | -$38K | 0.27% | 99 |
|
|
2021
Q4 | $640K | Buy |
2,652
+3
| +0.1% | +$708 | 0.28% | 93 |
|
|
2021
Q3 | $588K | Sell |
2,649
-39
| -1% | -$8.89K | 0.27% | 102 |
|
|
2021
Q2 | $599K | Buy |
+2,688
| New | +$583K | 0.25% | 109 |
|
|
2020
Q4 | $438K | Buy |
2,248
+2
| +0.1% | +$366 | 0.21% | 120 |
|
|
2020
Q3 | $383K | Sell |
2,246
-454
| -17% | -$76.4K | 0.23% | 111 |
|
|
2020
Q2 | $423K | Buy |
+2,700
| New | +$398K | 0.3% | 95 |
|
Other funds holding VTI
RIM
VGA
VAI
WI
