Costello Asset Management’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
$455K Buy
1,497
+76
+5% +$23.1K 0.17% 68
2025
Q1
$391K Buy
+1,421
New +$391K 0.16% 68
2024
Q1
Sell
-510
Closed -$121K 186
2023
Q4
$121K Hold
510
0.1% 65
2023
Q3
$108K Buy
+510
New +$108K 0.1% 64