BWM
VTI icon

Bernard Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bernard Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$23.1K Sell
76
-232
-75% -$70.6K 0.01% 171
2025
Q1 		$84.7K Buy
308
+4
+1% +$1.1K 0.04% 91
2024
Q4 		$88.1K Buy
+304
New +$88.1K 0.04% 91