Evernest Financial Advisors’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
$212K Buy
+696
New +$212K 0.07% 160
2025
Q1
Sell
-696
Closed -$202K 171
2024
Q4
$202K Buy
+696
New +$202K 0.05% 155