Vertex Planning Partners’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 | $546K | Sell |
1,795
-293
| -14% | -$89.1K | 0.11% | 98 |
|
|
2025
Q1 | $574K | Buy |
2,088
+516
| +33% | +$142K | 0.13% | 93 |
|
|
2024
Q4 | $455K | Sell |
1,572
-17
| -1% | -$4.93K | 0.1% | 115 |
|
|
2024
Q3 | $450K | Buy |
1,589
+12
| +0.8% | +$3.4K | 0.11% | 97 |
|
|
2024
Q2 | $422K | Sell |
1,577
-97
| -6% | -$25.9K | 0.11% | 97 |
|
|
2024
Q1 | $435K | Sell |
1,674
-18
| -1% | -$4.68K | 0.12% | 97 |
|
|
2023
Q4 | $401K | Buy |
1,692
+46
| +3% | +$10.9K | 0.12% | 100 |
|
|
2023
Q3 | $350K | Sell |
1,646
-84
| -5% | -$17.8K | 0.12% | 91 |
|
|
2023
Q2 | $381K | Sell |
1,730
-99
| -5% | -$21.8K | 0.13% | 81 |
|
|
2023
Q1 | $373K | Buy |
1,829
+97
| +6% | +$19.8K | 0.14% | 77 |
|
|
2022
Q4 | $331K | Buy |
+1,732
| New | +$331K | 0.13% | 96 |
|