Joel Adams & Associates’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
$1.27M Sell
4,182
-176
-4% -$53.5K 1.13% 18
2025
Q1
$1.2M Sell
4,358
-576
-12% -$158K 1.08% 18
2024
Q4
$1.43M Buy
+4,934
New +$1.43M 1.3% 14