Treasure Coast Financial Planning’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.04M | Sell |
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|
2025
Q2 | $3.76M | Sell |
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|
2025
Q1 | $3.66M | Buy |
|
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|
2024
Q4 | $3.48M | Sell |
|
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|
2024
Q3 | $3.4M | Sell |
|
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|
2024
Q2 | $3.3M | Sell |
|
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|
2024
Q1 | $3.21M | Buy |
|
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|
2023
Q4 | $2.87M | Sell |
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|
2023
Q3 | $2.61M | Sell |
|
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|
2023
Q2 | $2.72M | Sell |
|
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|
2023
Q1 | $2.54M | Sell |
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|
2022
Q4 | $2.64M | Sell |
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|
2022
Q3 | $2.59M | Sell |
|
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|
2022
Q2 | $3.9M | Sell |
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|
2022
Q1 | $4.74M | Sell |
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|
2021
Q4 | $5.07M | Buy |
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