Investment Intelligence Workstation
Baseline Fabric Moderate risk persona
Active Workspace
Marchi Family
Julio Marchi Long-Term Growth
Canonical Asset

VTI Vanguard Total Stock Market

Etf No sector NYSE USD Active

Latest pricing comes from the newest ingested market-data snapshot when one exists. Portfolio values fall back to the latest transaction price only if snapshot coverage is still missing.

Research Notes Asset Brief Portfolios Watchlists
Held In Portfolios
1
Tracked In Watchlists
2
Personas Referencing
2
Latest Quote Snapshot
$270.28
Baseline seeded snapshots • Captured May 28, 2026 4:05 PM
Held Shares
300
Held Market Value
$81,084.00

Recent Price History

Baseline seeded snapshots • newest first
Latest ingested quote history
5 sessions of snapshot coverage
VTI close $270.28
Latest close $270.28
Window move +3.4%
Range $259.26 - $272.85
$270.99 $265.82 $260.64 May 22 May 26 May 28
Snapshot history only. This surface does not claim live or streaming market data.
Date Open High Low Close Volume Captured
May 28, 2026 $269.42 $272.85 $267.26 $270.28 10,010,000 May 28, 2026 4:05 PM
May 27, 2026 $268.46 $271.04 $265.91 $268.89 9,425,000 May 27, 2026 4:00 PM
May 26, 2026 $267.21 $270.15 $265.07 $267.21 8,840,000 May 26, 2026 4:00 PM
May 25, 2026 $265.40 $267.92 $262.46 $264.98 8,255,000 May 25, 2026 4:00 PM
May 22, 2026 $262.19 $264.29 $259.26 $261.35 7,670,000 May 22, 2026 4:00 PM

Portfolio Presence

Portfolio Persona Shares Latest Price Mkt Value Gain/Loss
Roth IRA
Index & ETF
 Retirement Fund
Ana Marchi
 300 $270.28
Baseline seeded snapshots · May 28, 2026 4:05 PM
$81,084.00 +$5,484.00
+7.3%

Watchlist Presence

Retirement ETF Bench
Retirement Fund · Ana Marchi
High Ready
Simple total-market ETF for recurring retirement contributions.
Default destination for new retirement cash.
Operating Plan
Set Plan
No operating plan recorded yet for this watchlist item.
Added Apr 1, 2024
ETF Benchmarks
Long-Term Growth · Julio Marchi
High Ready
Total-market ETF for cash deployment when single-name conviction is weak.
Default fallback for idle contributions.
Operating Plan
Edit Plan
Use VTI as the default benchmark deployment sleeve when single-name conviction is not clearly superior.
Above entry zone Mapped to latest ingested price $270.28
$260.00 $270.28
Entry Low $260.00 Entry High $268.00 Current $270.28
Entry: +0.9% above zone
Review Jun 15, 2026 Cadence 90d
Entry Zone $260.00 - $268.00
Monitor: Review contribution pace versus cash build and benchmark weight once per quarter.
Execution: Scale in with scheduled contributions only; no tactical chase above the recent quote range.
Added Feb 5, 2025

Catalyst & Event Timeline

baseline records only — no live news feed
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No baseline events recorded for VTI

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