Plotkin Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3M | Buy |
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|
2025
Q1 | $15.5M | Buy |
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|
2024
Q4 | $15.5M | Buy |
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|
2024
Q3 | $15M | Buy |
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|
2024
Q2 | $13.2M | Buy |
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|
2024
Q1 | $11.9M | Buy |
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|
2023
Q4 | $3.44M | Buy |
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|
2023
Q3 | $2.76M | Sell |
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|
2023
Q2 | $2.89M | Sell |
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|
2023
Q1 | $2.74M | Sell |
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|
2022
Q4 | $2.73M | Sell |
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|
2022
Q3 | $2.74M | Buy |
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|
2022
Q2 | $2.83M | Buy |
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|
2022
Q1 | $3.2M | Buy |
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|
2021
Q4 | $3.01M | Buy |
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|
2021
Q3 | $2.57M | Buy |
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|
2021
Q2 | $2.42M | Buy |
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|
2021
Q1 | $1.95M | Buy |
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|
2020
Q4 | $1.81M | Sell |
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|
2020
Q3 | $1.6M | Sell |
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|
2020
Q2 | $1.74M | Sell |
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|
2020
Q1 | $1.62M | Sell |
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|
2019
Q4 | $2.06M | Buy |
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