RCS Financial Planning’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 | $969K | Sell |
3,178
-1,137
| -26% | -$347K | 0.48% | 37 |
|
|
2025
Q1 | $1.19M | Sell |
4,315
-1,402
| -25% | -$385K | 0.63% | 32 |
|
|
2024
Q4 | $1.66M | Buy |
5,717
+3,427
| +150% | +$993K | 0.88% | 27 |
|
|
2024
Q3 | $650K | Sell |
2,290
-51
| -2% | -$14.5K | 0.36% | 41 |
|
|
2024
Q2 | $629K | Sell |
2,341
-130
| -5% | -$34.9K | 0.37% | 41 |
|
|
2024
Q1 | $642K | Sell |
2,471
-4
| -0.2% | -$1.04K | 0.4% | 44 |
|
|
2023
Q4 | $587K | Sell |
2,475
-57
| -2% | -$13.5K | 0.38% | 42 |
|
|
2023
Q3 | $538K | Buy |
2,532
+1,050
| +71% | +$223K | 0.41% | 41 |
|
|
2023
Q2 | $326K | Buy |
1,482
+41
| +3% | +$9.03K | 0.27% | 45 |
|
|
2023
Q1 | $294K | Sell |
1,441
-286
| -17% | -$58.4K | 0.26% | 45 |
|
|
2022
Q4 | $330K | Buy |
+1,727
| New | +$330K | 0.32% | 44 |
|