Jamison Private Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Jamison Private Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$772K	Buy
2024 Q4	–	Sell
2024 Q3	$30K	Hold
2024 Q2	$28.3K	Hold
2024 Q1	$27.5K	Buy
2023 Q4	$8.69K	Buy
2023 Q3	$7.74K	Buy