Kellett Wealth 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
$407K Sell
1,339
-23
-2% -$6.99K 0.27% 41
2025
Q1
$374K Hold
1,362
0.26% 43
2024
Q4
$395K Hold
1,362
0.27% 39
2024
Q3
$386K Buy
+1,362
New +$386K 0.28% 40