Axis Wealth Partners’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
$393K Sell
1,293
-201
-13% -$61.1K 0.26% 102
2025
Q1
$411K Buy
1,494
+27
+2% +$7.42K 0.3% 91
2024
Q4
$425K Buy
+1,467
New +$425K 0.36% 84