Platt Investment Counsel’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
Q1 | – | Sell |
-17,492
| Closed | -$5.07M | – | 11 |
|
|
2024
Q4 | $5.07M | Sell |
17,492
-577
| -3% | -$167K | 4.84% | 6 |
|
|
2024
Q3 | $5.12M | Sell |
18,069
-376
| -2% | -$106K | 4.54% | 6 |
|
|
2024
Q2 | $4.93M | Buy |
+18,445
| New | +$4.93M | 4.75% | 6 |
|
|
2022
Q4 | – | Sell |
-2,025
| Closed | -$363K | – | 12 |
|
|
2022
Q3 | $363K | Sell |
2,025
-744
| -27% | -$133K | 0.53% | 10 |
|
|
2022
Q2 | $522K | Sell |
2,769
-531
| -16% | -$100K | 0.71% | 8 |
|
|
2022
Q1 | $751K | Sell |
3,300
-253
| -7% | -$57.6K | 0.7% | 9 |
|
|
2021
Q4 | $858K | Sell |
3,553
-55
| -2% | -$13.3K | 0.73% | 10 |
|
|
2021
Q3 | $801K | Sell |
3,608
-1,228
| -25% | -$273K | 0.71% | 11 |
|
|
2021
Q2 | $1.08M | Sell |
4,836
-108
| -2% | -$24.1K | 0.93% | 10 |
|
|
2021
Q1 | $1.02M | Sell |
4,944
-15,454
| -76% | -$3.19M | 0.91% | 10 |
|
|
2020
Q4 | $3.97M | Buy |
+20,398
| New | +$3.97M | 3.76% | 8 |
|