Crux Wealth Advisors’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
$3.07M Sell
10,112
-1,964
-16% -$597K 1.31% 18
2025
Q1
$3.32M Sell
12,076
-653
-5% -$179K 1.73% 12
2024
Q4
$3.69M Buy
+12,729
New +$3.69M 2.05% 10