CogentBlue Wealth Advisors’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
$4.68M Buy
15,409
+171
+1% +$52K 3.59% 8
2025
Q1
$4.19M Buy
15,238
+456
+3% +$125K 3.68% 8
2024
Q4
$4.28M Buy
+14,782
New +$4.28M 3.77% 9