Invictus 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
$296K Sell
974
-272
-22% -$82.7K 0.02% 71
2025
Q1
$342K Buy
1,246
+435
+54% +$120K 0.03% 65
2024
Q4
$235K Buy
811
+19
+2% +$5.51K 0.02% 77
2024
Q3
$224K Buy
792
+10
+1% +$2.83K 0.02% 81
2024
Q2
$209K Buy
782
+1
+0.1% +$268 0.02% 83
2024
Q1
$203K Buy
+781
New +$203K 0.02% 90