Ownership history in Plotkin Financial Advisors, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Plotkin Financial Advisors, LLC reported a position in VANGUARD TOTAL STOCK MARKET ETF (VTI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 60,755 | +2,410 | +4.1% | 9.94% | $20.4M | $335.27 |
| 2025 Q3 | ADDED | 58,345 | +1,428 | +2.5% | 9.47% | $19.1M | $327.24 |
| 2025 Q2 | ADDED | 56,917 | +446 | +0.8% | 9.54% | $17.3M | $302.23 |
| 2025 Q1 | ADDED | 56,471 | +3,006 | +5.6% | 9.54% | $15.5M | $272.48 |
| 2024 Q4 | ADDED | 53,465 | +40,904 | +325.6% | 9.20% | $15.5M | $286.32 |
| 2024 Q3 | INITIATED | 12,561 | — | — | 1.91% | $2.1M | $278.85 |
As of 2025 Q4 — sorted by position size