EnRich Financial Partners’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
$498K Buy
2025
Q2
$461K Sell
2025
Q1
$423K Sell
2024
Q4
$648K Sell
2024
Q3
$740K Sell
2024
Q2
$721K Buy
2024
Q1
$332K Sell
2023
Q4
$306K Buy