Copperwynd Financial’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$295K Sell
2025
Q1
$4.88M Sell
2024
Q4
$5.26M Sell
2024
Q3
$5.49M Sell
2024
Q2
$5.4M Buy
2024
Q1
$4.69M Sell
2023
Q4
$4.42M Buy
2021
Q3
Sell
2021
Q2
$587K Buy