WealthPlan Investment Management’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 | $52.1M | Buy |
171,307
+25,066
| +17% | +$7.62M | 3.79% | 2 |
|
|
2025
Q1 | $40.2M | Buy |
146,241
+26,209
| +22% | +$7.2M | 3.96% | 2 |
|
|
2024
Q4 | $34.8M | Buy |
120,032
+5,578
| +5% | +$1.62M | 3.44% | 2 |
|
|
2024
Q3 | $32.4M | Buy |
114,454
+85,364
| +293% | +$24.2M | 3.28% | 2 |
|
|
2024
Q2 | $7.78M | Buy |
29,090
+1,249
| +4% | +$334K | 1.18% | 33 |
|
|
2024
Q1 | $7.24M | Sell |
27,841
-7,500
| -21% | -$1.95M | 1.1% | 36 |
|
|
2023
Q4 | $8.38M | Buy |
35,341
+1,444
| +4% | +$343K | 1.34% | 26 |
|
|
2023
Q3 | $7.2M | Buy |
33,897
+6,435
| +23% | +$1.37M | 1.27% | 31 |
|
|
2023
Q2 | $5.58M | Sell |
27,462
-6,710
| -20% | -$1.36M | 1.66% | 11 |
|
|
2023
Q1 | $6.97M | Sell |
34,172
-139,937
| -80% | -$28.6M | 1.2% | 34 |
|
|
2022
Q4 | $36.1M | Buy |
174,109
+1,169
| +0.7% | +$243K | 2.52% | 3 |
|
|
2022
Q3 | $34M | Buy |
+172,940
| New | +$34M | 2.48% | 3 |
|
|
2022
Q1 | $40.3M | Buy |
+194,982
| New | +$40.3M | 2.8% | 2 |
|