PFA
Plotkin Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3M | Buy |
56,917
+446
| +0.8% | +$136K | 9.54% | 1 |
|
|
2025
Q1 | $15.5M | Buy |
56,471
+3,006
| +6% | +$826K | 9.54% | 1 |
|
|
2024
Q4 | $15.5M | Buy |
53,465
+326
| +0.6% | +$94.5K | 9.2% | 1 |
|
|
2024
Q3 | $15M | Buy |
53,139
+3,954
| +8% | +$1.12M | 9.01% | 1 |
|
|
2024
Q2 | $13.2M | Buy |
49,185
+3,517
| +8% | +$941K | 8.46% | 1 |
|
|
2024
Q1 | $11.9M | Buy |
45,668
+31,182
| +215% | +$8.1M | 7.87% | 1 |
|
|
2023
Q4 | $3.44M | Buy |
14,486
+1,476
| +11% | +$350K | 2.61% | 13 |
|
|
2023
Q3 | $2.76M | Sell |
13,010
-91
| -0.7% | -$19.3K | 2.43% | 14 |
|
|
2023
Q2 | $2.89M | Sell |
13,101
-302
| -2% | -$66.5K | 2.4% | 15 |
|
|
2023
Q1 | $2.74M | Sell |
13,403
-878
| -6% | -$179K | 2.55% | 14 |
|
|
2022
Q4 | $2.73M | Sell |
14,281
-988
| -6% | -$189K | 2.77% | 12 |
|
|
2022
Q3 | $2.74M | Buy |
15,269
+286
| +2% | +$51.3K | 2.77% | 12 |
|
|
2022
Q2 | $2.83M | Buy |
14,983
+945
| +7% | +$178K | 2.69% | 14 |
|
|
2022
Q1 | $3.2M | Buy |
14,038
+1,579
| +13% | +$359K | 2.23% | 16 |
|
|
2021
Q4 | $3.01M | Buy |
12,459
+867
| +7% | +$209K | 1.9% | 18 |
|
|
2021
Q3 | $2.57M | Buy |
11,592
+752
| +7% | +$167K | 1.53% | 19 |
|
|
2021
Q2 | $2.42M | Buy |
10,840
+1,392
| +15% | +$310K | 1.34% | 23 |
|
|
2021
Q1 | $1.95M | Buy |
9,448
+150
| +2% | +$31K | 1.19% | 26 |
|
|
2020
Q4 | $1.81M | Sell |
9,298
-125
| -1% | -$24.3K | 1.2% | 24 |
|
|
2020
Q3 | $1.6M | Sell |
9,423
-1,676
| -15% | -$285K | 1.77% | 20 |
|
|
2020
Q2 | $1.74M | Sell |
11,099
-1,442
| -11% | -$226K | 1.48% | 17 |
|
|
2020
Q1 | $1.62M | Sell |
12,541
-20
| -0.2% | -$2.58K | 1.96% | 15 |
|
|
2019
Q4 | $2.06M | Buy |
+12,561
| New | +$2.06M | 1.91% | 17 |
|