IPG Investment 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
2025
Q2
Sell
-987
Closed -$271K 209
2025
Q1
$271K Hold
987
0.06% 137
2024
Q4
$286K Buy
+987
New +$286K 0.07% 131