Invera Wealth 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
2024
Q1
Sell
-1,040
Closed -$247K 94
2023
Q4
$247K Buy
+1,040
New +$247K 0.15% 91