Treasure Coast 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 | $3.76M | Sell |
12,360
-974
| -7% | -$296K | 2.19% | 15 |
|
|
2025
Q1 | $3.66M | Buy |
13,334
+1,320
| +11% | +$363K | 2.27% | 15 |
|
|
2024
Q4 | $3.48M | Sell |
12,014
-9
| -0.1% | -$2.61K | 2.29% | 15 |
|
|
2024
Q3 | $3.4M | Sell |
12,023
-302
| -2% | -$85.5K | 2.1% | 15 |
|
|
2024
Q2 | $3.3M | Sell |
12,325
-39
| -0.3% | -$10.4K | 2.17% | 15 |
|
|
2024
Q1 | $3.21M | Buy |
12,364
+245
| +2% | +$63.7K | 2.1% | 16 |
|
|
2023
Q4 | $2.87M | Sell |
12,119
-190
| -2% | -$45.1K | 2.01% | 15 |
|
|
2023
Q3 | $2.61M | Sell |
12,309
-33
| -0.3% | -$7.01K | 1.82% | 15 |
|
|
2023
Q2 | $2.72M | Sell |
12,342
-86
| -0.7% | -$18.9K | 1.84% | 16 |
|
|
2023
Q1 | $2.54M | Sell |
12,428
-1,365
| -10% | -$279K | 1.77% | 16 |
|
|
2022
Q4 | $2.64M | Sell |
13,793
-639
| -4% | -$122K | 1.97% | 16 |
|
|
2022
Q3 | $2.59M | Sell |
14,432
-6,262
| -30% | -$1.12M | 2.08% | 15 |
|
|
2022
Q2 | $3.9M | Sell |
20,694
-141
| -0.7% | -$26.6K | 3.02% | 14 |
|
|
2022
Q1 | $4.74M | Sell |
20,835
-155
| -0.7% | -$35.3K | 3.64% | 11 |
|
|
2021
Q4 | $5.07M | Buy |
+20,990
| New | +$5.07M | 3.92% | 10 |
|