Balanced Wealth Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Balanced Wealth Group’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.32M	Buy
2025 Q2	$1.31M	Sell
2025 Q1	$1.19M	Buy
2024 Q4	$1.29M	Sell
2024 Q3	$1.28M	Sell
2024 Q2	$1.39M	Sell
2024 Q1	$2.06M	Sell
2023 Q4	$4.28M	Buy