Everest Management Corp’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
$2.57M Buy
8,470
+322
+4% +$97.9K 1.85% 12
2025
Q1
$2.24M Buy
8,148
+27
+0.3% +$7.42K 2.04% 12
2024
Q4
$2.35M Buy
+8,121
New +$2.35M 2.07% 12