CVFG LLC’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
$5.89M Buy
19,373
+657
+4% +$200K 4.67% 4
2025
Q1
$5.14M Buy
18,716
+1,488
+9% +$409K 4.68% 4
2024
Q4
$4.99M Buy
+17,228
New +$4.99M 4.55% 4