Sensible Financial Planning & Management’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 | $24.1M | Sell |
79,414
-72
| -0.1% | -$21.9K | 4.58% | 6 |
|
|
2025
Q1 | $21.8M | Buy |
79,486
+3,798
| +5% | +$1.04M | 4.36% | 6 |
|
|
2024
Q4 | $21.9M | Sell |
75,688
-2,811
| -4% | -$815K | 4.55% | 5 |
|
|
2024
Q3 | $22.2M | Buy |
78,499
+1,335
| +2% | +$378K | 4.39% | 5 |
|
|
2024
Q2 | $20.6M | Sell |
77,164
-1,893
| -2% | -$506K | 4.46% | 5 |
|
|
2024
Q1 | $20.5M | Buy |
79,057
+216
| +0.3% | +$56.1K | 4.54% | 5 |
|
|
2023
Q4 | $18.7M | Sell |
78,841
-2,672
| -3% | -$634K | 4.39% | 5 |
|
|
2023
Q3 | $17.3M | Buy |
81,513
+1,736
| +2% | +$369K | 4.35% | 5 |
|
|
2023
Q2 | $17.6M | Sell |
79,777
-103
| -0.1% | -$22.7K | 4.13% | 5 |
|
|
2023
Q1 | $16.3M | Sell |
79,880
-21
| -0% | -$4.29K | 3.85% | 7 |
|
|
2022
Q4 | $15.3M | Sell |
79,901
-2,453
| -3% | -$469K | 3.79% | 7 |
|
|
2022
Q3 | $14.8M | Buy |
82,354
+7,496
| +10% | +$1.35M | 3.8% | 6 |
|
|
2022
Q2 | $14.1M | Buy |
74,858
+1,994
| +3% | +$376K | 3.56% | 6 |
|
|
2022
Q1 | $16.6M | Sell |
72,864
-187
| -0.3% | -$42.6K | 4.43% | 6 |
|
|
2021
Q4 | $17.6M | Buy |
73,051
+6,570
| +10% | +$1.59M | 5.01% | 4 |
|
|
2021
Q3 | $14.8M | Buy |
66,481
+2,380
| +4% | +$529K | 4.81% | 3 |
|
|
2021
Q2 | $14.3M | Buy |
64,101
+28
| +0% | +$6.24K | 4.82% | 3 |
|
|
2021
Q1 | $13.2M | Sell |
64,073
-731
| -1% | -$151K | 4.86% | 3 |
|
|
2020
Q4 | $12.6M | Sell |
64,804
-521
| -0.8% | -$101K | 4.7% | 3 |
|
|
2020
Q3 | $11.1M | Sell |
65,325
-1,118
| -2% | -$190K | 4.55% | 5 |
|
|
2020
Q2 | $10.4M | Sell |
66,443
-3,094
| -4% | -$484K | 4.46% | 6 |
|
|
2020
Q1 | $8.96M | Sell |
69,537
-629
| -0.9% | -$81.1K | 4.27% | 7 |
|
|
2019
Q4 | $11.5M | Sell |
70,166
-886
| -1% | -$145K | 4.84% | 6 |
|
|
2019
Q3 | $10.7M | Buy |
71,052
+918
| +1% | +$139K | 4.63% | 6 |
|
|
2019
Q2 | $10.5M | Buy |
70,134
+6,526
| +10% | +$979K | 4.5% | 6 |
|
|
2019
Q1 | $9.21M | Sell |
63,608
-1,386
| -2% | -$201K | 4.16% | 6 |
|
|
2018
Q4 | $8.3M | Buy |
64,994
+4,315
| +7% | +$551K | 4.02% | 6 |
|
|
2018
Q3 | $9.08M | Sell |
60,679
-3,467
| -5% | -$519K | 4.21% | 7 |
|
|
2018
Q2 | $9.01M | Sell |
64,146
-473
| -0.7% | -$66.4K | 4.27% | 6 |
|
|
2018
Q1 | $8.77M | Buy |
64,619
+4,616
| +8% | +$626K | 4.18% | 6 |
|
|
2017
Q4 | $8.24M | Buy |
60,003
+4,750
| +9% | +$652K | 4.2% | 6 |
|
|
2017
Q3 | $7.16M | Buy |
55,253
+4,806
| +10% | +$622K | 3.94% | 6 |
|
|
2017
Q2 | $6.28M | Buy |
50,447
+196
| +0.4% | +$24.4K | 3.93% | 6 |
|
|
2017
Q1 | $6.1M | Sell |
50,251
-1,470
| -3% | -$178K | 3.92% | 6 |
|
|
2016
Q4 | $5.96M | Buy |
51,721
+733
| +1% | +$84.5K | 4.13% | 6 |
|
|
2016
Q3 | $5.68M | Sell |
50,988
-5,836
| -10% | -$650K | 3.9% | 6 |
|
|
2016
Q2 | $6.09M | Sell |
56,824
-1,345
| -2% | -$144K | 4.26% | 6 |
|
|
2016
Q1 | $6.1M | Sell |
58,169
-1,753
| -3% | -$184K | 4.45% | 6 |
|
|
2015
Q4 | $6.25M | Buy |
59,922
+1,542
| +3% | +$161K | 4.76% | 6 |
|
|
2015
Q3 | $5.76M | Sell |
58,380
-4,055
| -6% | -$400K | 4.52% | 6 |
|
|
2015
Q2 | $6.68M | Buy |
62,435
+1,014
| +2% | +$109K | 5.5% | 5 |
|
|
2015
Q1 | $6.59M | Buy |
61,421
+12,202
| +25% | +$1.31M | 5.98% | 5 |
|
|
2014
Q4 | $5.22M | Buy |
+49,219
| New | +$5.22M | 5.33% | 5 |
|