CPA 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
$579K Hold
1,904
0.24% 55
2025
Q1
$523K Hold
1,904
0.23% 54
2024
Q4
$552K Hold
1,904
0.26% 52
2024
Q3
$539K Hold
1,904
0.26% 51
2024
Q2
$509K Hold
1,904
0.27% 49
2024
Q1
$495K Hold
1,904
0.28% 50
2023
Q4
$452K Hold
1,904
0.27% 49
2023
Q3
$404K Hold
1,904
0.28% 48
2023
Q2
$419K Hold
1,904
0.3% 44
2023
Q1
$389K Hold
1,904
0.29% 48
2022
Q4
$364K Buy
+1,904
New +$364K 0.28% 46