Allium Financial 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
$1.37M Buy
4,503
+446
+11% +$136K 1% 19
2025
Q1
$1.12M Buy
+4,057
New +$1.12M 1.02% 19