Gunn & Company Investment Management’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
Q3
Sell
-3,214
Closed -$860K 138
2024
Q2
$860K Buy
+3,214
New +$860K 0.05% 72
2024
Q1
Sell
-3,516
Closed -$834K 128
2023
Q4
$834K Buy
+3,516
New +$834K 0.06% 56