Evergreen Private Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History

Evergreen Private Wealth’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$170K	Sell
2025 Q2	$166K	Sell
2025 Q1	$210K	Buy
2024 Q4	$166K	Hold
2024 Q3	$162K	Sell
2024 Q2	$159K	Hold
2024 Q1	$154K	Sell
2023 Q4	$177K	Buy