Valtinson Bruner 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 | $2.19M | Buy |
7,214
+1,293
| +22% | +$393K | 0.69% | 29 |
|
|
2025
Q1 | $1.63M | Buy |
5,921
+620
| +12% | +$170K | 0.55% | 37 |
|
|
2024
Q4 | $1.54M | Buy |
5,301
+51
| +1% | +$14.8K | 0.54% | 47 |
|
|
2024
Q3 | $1.49M | Buy |
5,250
+10
| +0.2% | +$2.83K | 0.52% | 44 |
|
|
2024
Q2 | $1.4M | Buy |
5,240
+45
| +0.9% | +$12K | 0.56% | 46 |
|
|
2024
Q1 | $1.35M | Sell |
5,195
-15
| -0.3% | -$3.9K | 0.58% | 47 |
|
|
2023
Q4 | $1.24M | Sell |
5,210
-133
| -2% | -$31.5K | 0.64% | 47 |
|
|
2023
Q3 | $1.13M | Buy |
5,343
+11
| +0.2% | +$2.34K | 0.62% | 49 |
|
|
2023
Q2 | $1.17M | Buy |
5,332
+25
| +0.5% | +$5.51K | 0.63% | 48 |
|
|
2023
Q1 | $1.08M | Sell |
5,307
-54
| -1% | -$11K | 0.62% | 48 |
|
|
2022
Q4 | $1.05M | Buy |
5,361
+14
| +0.3% | +$2.75K | 0.61% | 47 |
|
|
2022
Q3 | $960K | Buy |
5,347
+12
| +0.2% | +$2.15K | 0.59% | 50 |
|
|
2022
Q2 | $1.01M | Buy |
5,335
+9
| +0.2% | +$1.7K | 0.61% | 47 |
|
|
2022
Q1 | $1.18M | Buy |
5,326
+1,278
| +32% | +$282K | 0.67% | 47 |
|
|
2021
Q4 | $977K | Buy |
4,048
+726
| +22% | +$175K | 0.54% | 50 |
|
|
2021
Q3 | $778K | Buy |
3,322
+138
| +4% | +$32.3K | 0.43% | 53 |
|
|
2021
Q2 | $722K | Buy |
3,184
+8
| +0.3% | +$1.81K | 0.41% | 52 |
|
|
2021
Q1 | $688K | Buy |
3,176
+11
| +0.3% | +$2.38K | 0.41% | 46 |
|
|
2020
Q4 | $628K | Sell |
3,165
-66
| -2% | -$13.1K | 0.39% | 47 |
|
|
2020
Q3 | $545K | Sell |
3,231
-13,824
| -81% | -$2.33M | 0.38% | 47 |
|
|
2020
Q2 | $2.9M | Buy |
17,055
+13,918
| +444% | +$2.36M | 2.06% | 13 |
|
|
2020
Q1 | $447K | Buy |
+3,137
| New | +$447K | 0.36% | 44 |
|