Columbia Advisory 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
$1.66M Sell
5,454
-375
-6% -$114K 1.25% 12
2025
Q1
$1.6M Sell
5,829
-1,516
-21% -$417K 1.39% 16
2024
Q4
$2.13M Buy
7,345
+393
+6% +$114K 1.98% 11
2024
Q3
$1.97M Buy
+6,952
New +$1.97M 1.87% 11