EFG
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Elm3 Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$983K Sell
3,233
-300
-8% -$91.2K 0.82% 29
2025
Q1
$971K Buy
3,533
+2,609
+282% +$717K 0.85% 29
2024
Q4
$268K Buy
+924
New +$268K 0.23% 74