Kellett Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$439K Hold
2025
Q2
$407K Sell
2025
Q1
$374K Hold
2024
Q4
$395K Hold
2024
Q3
$386K Buy