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

Cadence Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$614K Sell
2,019
-1
-0% -$304 0.41% 32
2025
Q1 		$555K Buy
2,020
+15
+0.7% +$4.12K 0.41% 28
2024
Q4 		$581K Buy
+2,005
New +$581K 0.39% 24