Avant 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
$12.1M Buy
39,659
+601
+2% +$183K 9.93% 1
2025
Q1
$10.7M Buy
39,058
+357
+0.9% +$98.1K 9.74% 1
2024
Q4
$11.2M Buy
+38,701
New +$11.2M 10.3% 1