Consilium Wealth Advisory’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
$9.52M Buy
31,329
+779
+3% +$237K 4.02% 7
2025
Q1
$8.4M Buy
30,550
+2,882
+10% +$792K 4.21% 5
2024
Q4
$8.02M Buy
+27,668
New +$8.02M 3.82% 7