Sterling Financial 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 | $211K | Buy |
+694
| New | +$211K | 0.07% | 113 |
|
|
2021
Q4 | – | Sell |
-115
| Closed | -$26K | – | 394 |
|
|
2021
Q3 | $26K | Sell |
115
-13
| -10% | -$2.94K | 0.02% | 244 |
|
|
2021
Q2 | $29K | Hold |
128
| – | – | 0.02% | 227 |
|
|
2021
Q1 | $26K | Buy |
128
+13
| +11% | +$2.64K | 0.02% | 210 |
|
|
2020
Q4 | $22K | Buy |
+115
| New | +$22K | 0.02% | 214 |
|