Breakwater Capital Group’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
$1.12M Sell
2025
Q1
$1.02M Sell
2024
Q4
$1.35M Buy
2024
Q3
$1.04M Sell
2024
Q2
$985K Sell
2024
Q1
$962K Buy
2023
Q4
$825K Buy
2023
Q1
Sell
2022
Q4
$613K Buy