Spectrum Planning & Advisory Services’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 | $325K | Hold |
1,070
| – | – | 0.21% | 77 |
|
|
2025
Q1 | $294K | Hold |
1,070
| – | – | 0.24% | 53 |
|
|
2024
Q4 | $310K | Hold |
1,070
| – | – | 0.27% | 48 |
|
|
2024
Q3 | $303K | Hold |
1,070
| – | – | 0.29% | 41 |
|
|
2024
Q2 | $288K | Buy |
+1,070
| New | +$288K | 0.28% | 43 |
|
|
2023
Q4 | $700K | Buy |
2,951
+490
| +20% | +$116K | 0.99% | 22 |
|
|
2023
Q3 | $523K | Buy |
2,461
+11
| +0.4% | +$2.34K | 0.82% | 25 |
|
|
2023
Q2 | $541K | Sell |
2,450
-632
| -21% | -$140K | 0.81% | 22 |
|
|
2023
Q1 | $629K | Sell |
3,082
-49,117
| -94% | -$10M | 1.02% | 20 |
|
|
2022
Q4 | $9.98M | Buy |
+52,199
| New | +$9.98M | 13.62% | 2 |
|