Ownership history in WealthPLAN Partners, LLC · 39 quarters on record
This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in Vanguard Index 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 | REDUCED | 34,511 | -2,163 | -5.9% | 1.73% | $11.6M | $335.27 |
| 2025 Q3 | ADDED | 36,674 | +513 | +1.4% | 1.80% | $12.0M | $327.24 |
| 2025 Q2 | REDUCED | 36,161 | -18,237 | -33.5% | 1.77% | $11.0M | $302.23 |
| 2025 Q1 | ADDED | 54,398 | +1,337 | +2.5% | 2.11% | $15.0M | $272.48 |
| 2024 Q4 | REDUCED | 53,061 | -4,243 | -7.4% | 2.18% | $15.4M | $286.32 |
| 2024 Q3 | REDUCED | 57,304 | -81,401 | -58.7% | 2.18% | $16.2M | $278.85 |
| 2024 Q2 | ADDED | 138,705 | +2,632 | +1.9% | 3.98% | $37.1M | $262.63 |
| 2024 Q1 | REDUCED | 136,073 | -3,533 | -2.5% | 3.66% | $35.4M | $254.25 |
| 2023 Q4 | ADDED | 139,606 | +158 | +0.1% | 3.40% | $33.1M | $231.25 |
| 2023 Q3 | ADDED | 139,448 | +17,135 | +14.0% | 3.44% | $29.6M | $206.18 |
As of 2025 Q4 — sorted by position size