Grunden Financial Advisory’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
2024
Q4
Sell
-732
Closed -$207K 29
2024
Q3
$207K Sell
732
-19
-3% -$5.38K 0.1% 23
2024
Q2
$201K Sell
751
-22
-3% -$5.89K 0.1% 25
2024
Q1
$201K Buy
+773
New +$201K 0.11% 24