BankPlus Wealth Management’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	$954K	Sell	3,140 -40	-1%	-$12.2K	0.63%	27
2025 Q1	$874K	Sell	3,180 -80	-2%	-$22K	0.64%	26
2024 Q4	$945K	Buy	+3,260	New	+$945K	0.7%	23