Retirement Planning Group (Kansas)’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 | $9.15M | Buy |
30,094
+545
| +2% | +$166K | 0.39% | 31 |
|
|
2025
Q1 | $8.12M | Buy |
29,549
+2,616
| +10% | +$719K | 0.38% | 32 |
|
|
2024
Q4 | $7.81M | Sell |
26,933
-1,659
| -6% | -$481K | 0.39% | 31 |
|
|
2024
Q3 | $8.1M | Buy |
28,592
+3,327
| +13% | +$942K | 0.44% | 30 |
|
|
2024
Q2 | $6.76M | Buy |
25,265
+45
| +0.2% | +$12K | 0.43% | 31 |
|
|
2024
Q1 | $6.55M | Sell |
25,220
-92
| -0.4% | -$23.9K | 0.5% | 30 |
|
|
2023
Q4 | $6M | Buy |
25,312
+1,558
| +7% | +$370K | 0.54% | 21 |
|
|
2023
Q3 | $5.05M | Buy |
23,754
+709
| +3% | +$151K | 0.54% | 21 |
|
|
2023
Q2 | $5.08M | Sell |
23,045
-573
| -2% | -$126K | 0.51% | 19 |
|
|
2023
Q1 | $4.82M | Buy |
23,618
+1,317
| +6% | +$269K | 0.51% | 20 |
|
|
2022
Q4 | $4.26M | Buy |
22,301
+8,476
| +61% | +$1.62M | 0.49% | 22 |
|
|
2022
Q3 | $2.48M | Buy |
13,825
+4,609
| +50% | +$827K | 0.31% | 27 |
|
|
2022
Q2 | $1.74M | Buy |
9,216
+6,486
| +238% | +$1.22M | 0.21% | 30 |
|
|
2022
Q1 | $621K | Sell |
2,730
-107
| -4% | -$24.3K | 0.07% | 66 |
|
|
2021
Q4 | $685K | Sell |
2,837
-34
| -1% | -$8.21K | 0.07% | 60 |
|
|
2021
Q3 | $637K | Sell |
2,871
-1,232
| -30% | -$273K | 0.07% | 52 |
|
|
2021
Q2 | $914K | Buy |
4,103
+1,710
| +71% | +$381K | 0.1% | 43 |
|
|
2021
Q1 | $495K | Sell |
2,393
-310
| -11% | -$64.1K | 0.07% | 46 |
|
|
2020
Q4 | $526K | Sell |
2,703
-222
| -8% | -$43.2K | 0.08% | 45 |
|
|
2020
Q3 | $498K | Sell |
2,925
-502
| -15% | -$85.5K | 0.08% | 44 |
|
|
2020
Q2 | $536K | Buy |
+3,427
| New | +$536K | 0.1% | 43 |
|
|
2019
Q3 | – | Sell |
-1,627
| Closed | -$244K | – | 71 |
|
|
2019
Q2 | $244K | Sell |
1,627
-250
| -13% | -$37.5K | 0.06% | 61 |
|
|
2019
Q1 | $272K | Sell |
1,877
-20
| -1% | -$2.9K | 0.07% | 57 |
|
|
2018
Q4 | $242K | Sell |
1,897
-1,180
| -38% | -$151K | 0.06% | 63 |
|
|
2018
Q3 | $460K | Sell |
3,077
-88
| -3% | -$13.2K | 0.12% | 33 |
|
|
2018
Q2 | $444K | Sell |
3,165
-16
| -0.5% | -$2.25K | 0.12% | 34 |
|
|
2018
Q1 | $432K | Buy |
3,181
+270
| +9% | +$36.7K | 0.12% | 32 |
|
|
2017
Q4 | $400K | Sell |
2,911
-198
| -6% | -$27.2K | 0.11% | 36 |
|
|
2017
Q3 | $403K | Sell |
3,109
-94
| -3% | -$12.2K | 0.12% | 33 |
|
|
2017
Q2 | $399K | Sell |
3,203
-935
| -23% | -$116K | 0.12% | 33 |
|
|
2017
Q1 | $502K | Sell |
4,138
-15
| -0.4% | -$1.82K | 0.15% | 33 |
|
|
2016
Q4 | $479K | Hold |
4,153
| – | – | 0.15% | 33 |
|
|
2016
Q3 | $462K | Sell |
4,153
-588
| -12% | -$65.4K | 0.15% | 33 |
|
|
2016
Q2 | $508K | Sell |
4,741
-89
| -2% | -$9.54K | 0.17% | 36 |
|
|
2016
Q1 | $506K | Sell |
4,830
-258
| -5% | -$27K | 0.18% | 36 |
|
|
2015
Q4 | $531K | Hold |
5,088
| – | – | 0.2% | 37 |
|
|
2015
Q3 | $502K | Buy |
5,088
+209
| +4% | +$20.6K | 0.22% | 36 |
|
|
2015
Q2 | $522K | Sell |
4,879
-213
| -4% | -$22.8K | 0.21% | 40 |
|
|
2015
Q1 | $546K | Sell |
5,092
-649
| -11% | -$69.6K | 0.22% | 41 |
|
|
2014
Q4 | $609K | Sell |
5,741
-1,061
| -16% | -$113K | 0.19% | 43 |
|
|
2014
Q3 | $689K | Sell |
6,802
-9,462
| -58% | -$958K | 0.21% | 39 |
|
|
2014
Q2 | $1.66M | Buy |
16,264
+64
| +0.4% | +$6.51K | 0.5% | 32 |
|
|
2014
Q1 | $1.58M | Buy |
16,200
+173
| +1% | +$16.9K | 0.51% | 33 |
|
|
2013
Q4 | $1.54M | Sell |
16,027
-125
| -0.8% | -$12K | 0.55% | 31 |
|
|
2013
Q3 | $1.42M | Sell |
16,152
-1,790
| -10% | -$157K | 0.51% | 35 |
|
|
2013
Q2 | $1.48M | Buy |
+17,942
| New | +$1.48M | 0.61% | 34 |
|