BCU Wealth 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
$494K Buy
1,625
+400
+33% +$122K 0.22% 36
2025
Q1
$337K Buy
1,225
+3
+0.2% +$824 0.18% 36
2024
Q4
$354K Buy
1,222
+5
+0.4% +$1.45K 0.2% 38
2024
Q3
$345K Buy
+1,217
New +$345K 0.21% 37