KRW
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Kaufman Rossin Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History

Kaufman Rossin Wealth’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3M Buy
9,865
+5,937
+151% +$1.8M 1.9% 11
2025
Q1 		$1.08M Buy
3,928
+788
+25% +$217K 0.77% 19
2024
Q4 		$910K Buy
+3,140
New +$910K 0.94% 17