Plum Street Advisors’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 | $2.31M | Hold |
7,587
| – | – | 1.02% | 25 |
|
|
2025
Q1 | $2.09M | Hold |
7,587
| – | – | 1% | 26 |
|
|
2024
Q4 | $2.2M | Sell |
7,587
-1,359
| -15% | -$394K | 1.09% | 22 |
|
|
2024
Q3 | $2.53M | Hold |
8,946
| – | – | 1.28% | 19 |
|
|
2024
Q2 | $2.39M | Hold |
8,946
| – | – | 1.4% | 17 |
|
|
2024
Q1 | $2.53M | Buy |
8,946
+3,921
| +78% | +$1.11M | 1.28% | 19 |
|
|
2023
Q4 | $1.19M | Buy |
+5,025
| New | +$1.19M | 0.79% | 33 |
|