Wrenne Financial Planning’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 | $45.8M | Sell |
150,815
-2,999
| -2% | -$911K | 21.44% | 1 |
|
2025
Q1 | $42.3M | Buy |
153,814
+10,711
| +7% | +$2.94M | 22.46% | 1 |
|
2024
Q4 | $41.5M | Buy |
143,103
+8,538
| +6% | +$2.47M | 23.59% | 1 |
|
2024
Q3 | $38.1M | Buy |
134,565
+11,901
| +10% | +$3.37M | 22.7% | 1 |
|
2024
Q2 | $32.8M | Buy |
122,664
+6,440
| +6% | +$1.72M | 22.63% | 1 |
|
2024
Q1 | $30.2M | Buy |
116,224
+17,748
| +18% | +$4.61M | 22.33% | 1 |
|
2023
Q4 | $23.4M | Buy |
+98,476
| New | +$23.4M | 19.89% | 1 |
|