Gentry Private Wealth’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
$2.54M Sell
8,352
-166
-2% -$50.5K 1.94% 6
2025
Q1
$2.34M Buy
+8,518
New +$2.34M 1.93% 6
2024
Q4
Sell
-10,572
Closed -$2.99M 83
2024
Q3
$2.99M Sell
10,572
-2,439
-19% -$691K 2.45% 7
2024
Q2
$3.48M Buy
+13,011
New +$3.48M 3.06% 4