1620 Investment Advisors’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
$32.5K Sell
107
-38
-26% -$11.6K 0.02% 349
2025
Q1
$39.9K Sell
145
-35
-19% -$9.62K 0.03% 324
2024
Q4
$52.2K Buy
180
+7
+4% +$2.03K 0.04% 295
2024
Q3
$49K Hold
173
0.04% 304
2024
Q2
$46.3K Buy
+173
New +$46.3K 0.04% 307