Valtinson Bruner Financial Planning’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$441K	Sell	3,268 -135	-4%	-$18.2K	0.14%	84
2025 Q1	$415K	Buy	3,403 +135	+4%	+$16.5K	0.14%	81
2024 Q4	$420K	Sell	3,268 -360	-10%	-$46.3K	0.15%	92
2024 Q3	$456K	Hold	3,628	–	–	0.16%	89
2024 Q2	$431K	Hold	3,628	–	–	0.17%	86
2024 Q1	$418K	Hold	3,628	–	–	0.18%	83
2023 Q4	$382K	Buy	3,628 +48	+1%	+$5.05K	0.2%	88
2023 Q3	$337K	Hold	3,580	–	–	0.18%	88
2023 Q2	$350K	Sell	3,580 -60	-2%	-$5.87K	0.19%	86
2023 Q1	$330K	Sell	3,640 -50	-1%	-$4.53K	0.19%	94
2022 Q4	$322K	Hold	3,690	–	–	0.19%	90
2022 Q3	$294K	Hold	3,690	–	–	0.18%	82
2022 Q2	$309K	Sell	3,690 -10	-0.3%	-$837	0.19%	75
2022 Q1	$362K	Sell	3,700 -86	-2%	-$8.41K	0.21%	74
2021 Q4	$405K	Sell	3,786 -39	-1%	-$4.17K	0.22%	70
2021 Q3	$397K	Sell	3,825 -85	-2%	-$8.82K	0.22%	69
2021 Q2	$393K	Sell	3,910 -2,052	-34%	-$206K	0.22%	66
2021 Q1	$572K	Buy	5,962 +2,375	+66%	+$228K	0.34%	47
2020 Q4	$315K	Hold	3,587	–	–	0.2%	63
2020 Q3	$268K	Hold	3,587	–	–	0.19%	63
2020 Q2	$270K	Sell	3,587 -5,030	-58%	-$379K	0.19%	66
2020 Q1	$544K	Sell	8,617 -520	-6%	-$32.8K	0.44%	38
2019 Q4	$668K	Buy	9,137 +361	+4%	+$26.4K	0.48%	35
2019 Q3	$588K	Sell	8,776 -41	-0.5%	-$2.75K	0.48%	34
2019 Q2	$587K	Hold	8,817	–	–	0.5%	22
2019 Q1	$568K	Buy	8,817 +978	+12%	+$63K	0.5%	21
2018 Q4	$445K	Buy	+7,839	New	+$445K	0.47%	19