Prosperity Planning’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
Q3 | $999K | Sell |
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|
2025
Q2 | $1.01M | Sell |
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|
2025
Q1 | $978K | Sell |
|
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.07M | Sell |
|
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|
2024
Q2 | $1.04M | Buy |
|
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|
2024
Q1 | $990K | Sell |
|
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|
2023
Q4 | $977K | Sell |
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|
2023
Q3 | $890K | Buy |
|
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|
2023
Q2 | $821K | Sell |
|
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|
2023
Q1 | $878K | Buy |
|
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|
2022
Q4 | $813K | Hold |
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|
2022
Q3 | $737K | Buy |
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|
2022
Q2 | $769K | Hold |
|
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|
2022
Q1 | $913K | Hold |
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|
2021
Q4 | $824K | Buy |
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|
2021
Q3 | $354K | Sell |
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|
2021
Q2 | $366K | Buy |
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|
2021
Q1 | $326K | Sell |
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|
2020
Q4 | $321K | Buy |
|