Cornerstone Financial Group’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
$2.69M Buy
8,845
+610
+7% +$185K 2.29% 13
2025
Q1
$2.37M Buy
8,235
+1,256
+18% +$361K 2.13% 15
2024
Q4
$2.02M Buy
+6,979
New +$2.02M 1.99% 16