Edge Financial 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
$1.01M Buy
3,319
+361
+12% +$110K 0.53% 40
2025
Q1
$813K Buy
2,958
+2,045
+224% +$562K 0.51% 37
2024
Q4
$265K Buy
913
+138
+18% +$40K 0.24% 79
2024
Q3
$220K Buy
+775
New +$220K 0.19% 89
2024
Q1
$390K Buy
+1,500
New +$390K 0.34% 76