Carmel Capital Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

Carmel Capital Partners’s Portfolio VTI Stock Details VTI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$876K	Sell
2025 Q2	$818K	Hold
2025 Q1	$740K	Buy
2024 Q4	$451K	Buy
2024 Q3	$439K	Sell
2024 Q2	$422K	Buy
2024 Q1	$406K	Buy
2023 Q4	–	Sell
2023 Q3	$4.24M	Buy