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

Aegis Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.39M Hold
15,984
– – 2.63% 11
2025
Q1 		$4.39M Buy
15,984
+3,279
+26% +$901K 2.58% 11
2024
Q4 		$3.68M Buy
+12,705
New +$3.68M 2.49% 12