PP
Prosperity Planning’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 | $1.01M | Sell |
3,328
-229
| -6% | -$69.6K | 0.29% | 53 |
|
|
2025
Q1 | $978K | Sell |
3,557
-124
| -3% | -$34.1K | 0.31% | 52 |
|
|
2024
Q4 | $1.07M | Sell |
3,681
-111
| -3% | -$32.2K | 0.34% | 51 |
|
|
2024
Q3 | $1.07M | Sell |
3,792
-84
| -2% | -$23.8K | 0.34% | 51 |
|
|
2024
Q2 | $1.04M | Buy |
3,876
+66
| +2% | +$17.7K | 0.35% | 50 |
|
|
2024
Q1 | $990K | Sell |
3,810
-307
| -7% | -$79.8K | 0.34% | 50 |
|
|
2023
Q4 | $977K | Sell |
4,117
-71
| -2% | -$16.8K | 0.37% | 48 |
|
|
2023
Q3 | $890K | Buy |
4,188
+462
| +12% | +$98.1K | 0.37% | 50 |
|
|
2023
Q2 | $821K | Sell |
3,726
-574
| -13% | -$126K | 0.34% | 52 |
|
|
2023
Q1 | $878K | Buy |
4,300
+194
| +5% | +$39.6K | 0.38% | 50 |
|
|
2022
Q4 | $813K | Hold |
4,106
| – | – | 0.4% | 47 |
|
|
2022
Q3 | $737K | Buy |
4,106
+693
| +20% | +$124K | 0.38% | 48 |
|
|
2022
Q2 | $769K | Hold |
3,413
| – | – | 0.39% | 48 |
|
|
2022
Q1 | $913K | Hold |
3,413
| – | – | 0.45% | 41 |
|
|
2021
Q4 | $824K | Buy |
3,413
+1,820
| +114% | +$439K | 0.42% | 43 |
|
|
2021
Q3 | $354K | Sell |
1,593
-51
| -3% | -$11.3K | 0.19% | 59 |
|
|
2021
Q2 | $366K | Buy |
1,644
+68
| +4% | +$15.1K | 0.23% | 58 |
|
|
2021
Q1 | $326K | Sell |
1,576
-73
| -4% | -$15.1K | 0.23% | 57 |
|
|
2020
Q4 | $321K | Buy |
+1,649
| New | +$321K | 0.27% | 51 |
|