Chancellor Financial Group WB’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
$676K Buy
2,225
+742
+50% +$226K 0.52% 43
2025
Q1
$408K Hold
1,483
0.34% 63
2024
Q4
$430K Buy
+1,483
New +$430K 0.35% 60