Strategic 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 | $4.96M | Sell |
16,317
-17
| -0.1% | -$5.17K | 3.09% | 11 |
|
|
2025
Q1 | $4.49M | Sell |
16,334
-65
| -0.4% | -$17.9K | 3.1% | 10 |
|
|
2024
Q4 | $4.75M | Sell |
16,399
-111
| -0.7% | -$32.2K | 3.24% | 9 |
|
|
2024
Q3 | $4.67M | Buy |
16,510
+3,079
| +23% | +$872K | 3.09% | 10 |
|
|
2024
Q2 | $3.59M | Sell |
13,431
-149
| -1% | -$39.9K | 2.59% | 12 |
|
|
2024
Q1 | $3.53M | Sell |
13,580
-68
| -0.5% | -$17.7K | 2.64% | 13 |
|
|
2023
Q4 | $3.24M | Sell |
13,648
-55
| -0.4% | -$13K | 2.53% | 14 |
|
|
2023
Q3 | $2.91M | Sell |
13,703
-191
| -1% | -$40.6K | 2.68% | 14 |
|
|
2023
Q2 | $3.06M | Sell |
13,894
-39
| -0.3% | -$8.59K | 2.71% | 14 |
|
|
2023
Q1 | $2.84M | Sell |
13,933
-131
| -0.9% | -$26.7K | 2.6% | 14 |
|
|
2022
Q4 | $2.69M | Sell |
14,064
-3,576
| -20% | -$684K | 2.6% | 14 |
|
|
2022
Q3 | $3.17M | Sell |
17,640
-407
| -2% | -$73K | 3.3% | 12 |
|
|
2022
Q2 | $3.4M | Buy |
18,047
+3,547
| +24% | +$669K | 3.28% | 13 |
|
|
2022
Q1 | $3.3M | Sell |
14,500
-194
| -1% | -$44.2K | 2.74% | 14 |
|
|
2021
Q4 | $3.55M | Sell |
14,694
-17
| -0.1% | -$4.11K | 2.55% | 14 |
|
|
2021
Q3 | $3.27M | Buy |
14,711
+167
| +1% | +$37.1K | 2.39% | 15 |
|
|
2021
Q2 | $3.24M | Sell |
14,544
-212
| -1% | -$47.2K | 2.34% | 15 |
|
|
2021
Q1 | $3.02M | Buy |
14,756
+348
| +2% | +$71.1K | 2.25% | 15 |
|
|
2020
Q4 | $2.8M | Sell |
14,408
-182
| -1% | -$35.4K | 2.46% | 15 |
|
|
2020
Q3 | $2.49M | Sell |
14,590
-207
| -1% | -$35.3K | 2.58% | 15 |
|
|
2020
Q2 | $2.32M | Sell |
14,797
-1,052
| -7% | -$165K | 2.58% | 15 |
|
|
2020
Q1 | $2.04M | Buy |
15,849
+980
| +7% | +$126K | 2.71% | 12 |
|
|
2019
Q4 | $2.43M | Buy |
+14,869
| New | +$2.43M | 2.37% | 13 |
|