VPP
Vertex Planning Partners’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $915K | Sell |
6,774
-188
| -3% | -$25.4K | 0.19% | 70 |
|
|
2025
Q1 | $849K | Sell |
6,962
-229
| -3% | -$27.9K | 0.19% | 67 |
|
|
2024
Q4 | $925K | Buy |
7,191
+78
| +1% | +$10K | 0.2% | 67 |
|
|
2024
Q3 | $894K | Sell |
7,113
-1,039
| -13% | -$131K | 0.21% | 54 |
|
|
2024
Q2 | $968K | Sell |
8,152
-1,341
| -14% | -$159K | 0.25% | 49 |
|
|
2024
Q1 | $1.09M | Sell |
9,493
-142
| -1% | -$16.4K | 0.3% | 42 |
|
|
2023
Q4 | $1.01M | Sell |
9,635
-870
| -8% | -$91.6K | 0.3% | 42 |
|
|
2023
Q3 | $989K | Sell |
10,505
-430
| -4% | -$40.5K | 0.34% | 39 |
|
|
2023
Q2 | $1.07M | Sell |
10,935
-338
| -3% | -$33.1K | 0.36% | 41 |
|
|
2023
Q1 | $1.02M | Buy |
11,273
+192
| +2% | +$17.4K | 0.38% | 38 |
|
|
2022
Q4 | $940K | Buy |
+11,081
| New | +$940K | 0.37% | 35 |
|