WealthPLAN 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
Q3 | $12M | Buy |
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|
2025
Q2 | $11M | Sell |
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|
2025
Q1 | $15M | Buy |
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|
2024
Q4 | $15.4M | Sell |
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|
2024
Q3 | $16.2M | Sell |
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|
2024
Q2 | $37.1M | Buy |
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|
2024
Q1 | $35.4M | Sell |
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|
2023
Q4 | $33.1M | Buy |
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|
2023
Q3 | $29.6M | Buy |
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|
2023
Q2 | $26.9M | Sell |
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|
2023
Q1 | $28.4M | Sell |
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|
2022
Q4 | $36.1M | Buy |
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|
2022
Q1 | $40.3M | Sell |
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|
2021
Q4 | $49.7M | Buy |
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|
2021
Q3 | $51.8M | Buy |
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|
2021
Q2 | $44.5M | Buy |
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|
2021
Q1 | $41.1M | Buy |
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|
2020
Q4 | $38.4M | Buy |
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|
2020
Q3 | $32.6M | Buy |
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|
2020
Q2 | $12.2M | Sell |
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|
2020
Q1 | $10.2M | Buy |
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|
2019
Q4 | $3.57M | Sell |
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|
2019
Q3 | $3.53M | Sell |
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|
2019
Q2 | $3.81M | Buy |
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|
2019
Q1 | $3.43M | Buy |
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|
2018
Q4 | $3.23M | Sell |
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|
2018
Q3 | $3.13M | Sell |
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|
2018
Q2 | $3.48M | Sell |
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|
2018
Q1 | $3.58M | Sell |
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|
2017
Q4 | $3.97M | Sell |
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|
2017
Q3 | $8.53M | Buy |
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|
2017
Q2 | $7.79M | Buy |
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|
2017
Q1 | $58.2K | Buy |
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|
2016
Q3 | $539K | Sell |
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|
2016
Q2 | $270K | Buy |
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|
2015
Q4 | $269K | Buy |
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|
2015
Q2 | $19K | Sell |
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|
2015
Q1 | $159K | Buy |
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