Elios Financial Group’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
$626K Sell
2,060
-1
-0% -$304 0.28% 71
2025
Q1
$567K Sell
2,061
-64
-3% -$17.6K 0.28% 64
2024
Q4
$616K Buy
2,125
+64
+3% +$18.5K 0.29% 64
2024
Q3
$584K Buy
+2,061
New +$584K 0.27% 65