CWA
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Continuum Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Continuum Wealth Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-863
Closed -$224K – 67
2024
Q1 		$224K Sell
863
-84
-9% -$21.8K 0.13% 59
2023
Q4 		$225K Buy
+947
New +$225K 0.15% 46