Vertex Planning Partners’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
Q2 | $546K | Sell |
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|
2025
Q1 | $574K | Buy |
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|
2024
Q4 | $455K | Sell |
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|
2024
Q3 | $450K | Buy |
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|
2024
Q2 | $422K | Sell |
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|
2024
Q1 | $435K | Sell |
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|
2023
Q4 | $401K | Buy |
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|
2023
Q3 | $350K | Sell |
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|
2023
Q2 | $381K | Sell |
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|
2023
Q1 | $373K | Buy |
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|
2022
Q4 | $331K | Buy |
|