Beverly Hills Private Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$557K Hold
2025
Q1
$503K Sell
2024
Q4
$537K Hold
2024
Q3
$525K Hold
2024
Q2
$496K Hold
2024
Q1
$482K Hold
2023
Q4
$440K Hold
2023
Q3
$394K Buy
2023
Q2
$411K Buy