Able Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$705K Sell
2025
Q2
$755K Sell
2025
Q1
$805K Sell
2024
Q4
$1.11M Buy
2024
Q3
$420K Buy
2024
Q2
$311K Sell
2024
Q1
$331K Buy
2023
Q4
$277K Buy