Sequent 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 | $11.3M | Buy |
37,292
+1,753
| +5% | +$533K | 3.59% | 5 |
|
|
2025
Q1 | $9.77M | Buy |
35,539
+2,677
| +8% | +$736K | 3.52% | 5 |
|
|
2024
Q4 | $9.52M | Sell |
32,862
-1,814
| -5% | -$526K | 3.5% | 5 |
|
|
2024
Q3 | $9.82M | Sell |
34,676
-1,850
| -5% | -$524K | 3.38% | 4 |
|
|
2024
Q2 | $9.79M | Buy |
36,526
+1,500
| +4% | +$402K | 3.35% | 4 |
|
|
2024
Q1 | $9.1M | Buy |
+35,026
| New | +$9.1M | 3.29% | 5 |
|