Foundation Wealth Management (Pennsylvania)’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
$19.4M Buy
63,693
+8,315
+15% +$2.53M 8.37% 1
2025
Q1
$15.2M Buy
55,378
+7,284
+15% +$2M 7.24% 1
2024
Q4
$13.9M Buy
+48,094
New +$13.9M 6.76% 2