Discipline Wealth Solutions’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.85M Buy
2025
Q2
$1.3M Buy
2025
Q1
$789K Sell
2024
Q4
$929K Sell
2024
Q3
$960K Buy
2024
Q2
$838K Buy
2024
Q1
$502K Sell
2023
Q4
$903K Buy