Equitable Trust’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
$6.66M Buy
21,907
+1,196
+6% +$364K 0.33% 57
2025
Q1
$5.69M Sell
20,711
-90
-0.4% -$24.7K 0.32% 64
2024
Q4
$6.03M Buy
+20,801
New +$6.03M 0.34% 55