Burling Wealth Partners’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
$7.88M Buy
25,925
+4,665
+22% +$1.42M 1.45% 18
2025
Q1
$5.84M Buy
21,260
+112
+0.5% +$30.8K 1.23% 22
2024
Q4
$6.13M Buy
+21,148
New +$6.13M 1.25% 20