PRI
Prepared Retirement Institute’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 | $6.28M | Buy |
20,675
+1,760
| +9% | +$535K | 3.7% | 9 |
|
|
2025
Q1 | $5.2M | Sell |
18,915
-1,423
| -7% | -$391K | 3.32% | 9 |
|
|
2024
Q4 | $5.89M | Buy |
20,338
+3,412
| +20% | +$989K | 3.36% | 9 |
|
|
2024
Q3 | $4.79M | Buy |
16,926
+2,516
| +17% | +$712K | 2.9% | 11 |
|
|
2024
Q2 | $3.85M | Buy |
14,410
+13,286
| +1,182% | +$3.55M | 2.56% | 11 |
|
|
2024
Q1 | $292K | Sell |
1,124
-15
| -1% | -$3.9K | 0.22% | 53 |
|
|
2023
Q4 | $270K | Buy |
+1,139
| New | +$270K | 0.2% | 63 |
|