Advantage Trust Company’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
$1.14M Buy
3,749
+600
+19% +$182K 0.56% 23
2025
Q1
$865K Buy
3,149
+2,549
+425% +$701K 0.52% 19
2024
Q4
$174K Hold
600
0.1% 47
2024
Q3
$170K Buy
+600
New +$170K 0.12% 44