Dopkins Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Dopkins Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.87M	Buy	5,044 +2,682	+114%	+$959K	0.68%	33
2026 Q1	$758K	Sell	2,362 -2	-0.1%	-$671	0.3%	46
2025 Q4	$793K	Hold	2,364	–	–	0.32%	43
2025 Q3	$776K	Hold	2,364	–	–	0.33%	45
2025 Q2	$718K	Sell	2,364 -108	-4%	-$30.4K	0.32%	46
2025 Q1	$679K	Buy	2,472 +301	+14%	+$87.4K	0.35%	47
2024 Q4	$629K	Buy	2,171 +1,134	+109%	+$331K	0.32%	48
2024 Q3	$294K	Sell	1,037 -992	-49%	-$271K	0.24%	45
2024 Q2	$543K	Hold	2,029	–	–	0.33%	43
2024 Q1	$527K	Buy	2,029 +593	+41%	+$147K	0.32%	44
2023 Q4	$341K	Sell	1,436 -363	-20%	-$80.3K	0.27%	35
2023 Q3	$382K	Buy	1,799 +291	+19%	+$64.4K	0.29%	41
2023 Q2	$332K	Sell	1,508 -50	-3%	-$10.4K	0.3%	33
2023 Q1	$318K	Buy	1,558 +146	+10%	+$29.2K	0.3%	32
2022 Q4	$270K	Hold	1,412	–	–	0.24%	33
2022 Q3	$253K	Hold	1,412	–	–	0.28%	35
2022 Q2	$266K	Buy	1,412 +309	+28%	+$63.5K	0.29%	31
2022 Q1	$251K	Buy	1,103 +23	+2%	+$5.17K	0.27%	34
2021 Q4	$261K	Buy	+1,080	New	+$255K	0.26%	34

Other funds holding VTI

Narodna banka Slovenska Bratislava $3.49B AUM

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return