Spartan Planning & Wealth 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 | $307K | Buy |
1,009
+229
| +29% | +$69.6K | 0.26% | 63 |
|
|
2025
Q1 | $214K | Sell |
780
-932
| -54% | -$256K | 0.21% | 65 |
|
|
2024
Q4 | $496K | Buy |
+1,712
| New | +$496K | 0.45% | 41 |
|
|
2023
Q4 | $965K | Buy |
4,067
+1,578
| +63% | +$374K | 1.03% | 20 |
|
|
2023
Q3 | $529K | Buy |
+2,489
| New | +$529K | 0.62% | 26 |
|
|
2022
Q4 | $269K | Buy |
1,405
+428
| +44% | +$81.8K | 0.33% | 49 |
|
|
2022
Q3 | $175K | Buy |
977
+41
| +4% | +$7.34K | 0.23% | 28 |
|
|
2022
Q2 | $177K | Sell |
936
-32,003
| -97% | -$6.05M | 0.24% | 35 |
|
|
2022
Q1 | $7.5M | Buy |
+32,939
| New | +$7.5M | 9.38% | 3 |
|