Kestra Investment Management’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
$7.98M Buy
27,458
+14,985
+120% +$4.36M 0.12% 67
2025
Q1
$3.43M Buy
12,473
+410
+3% +$113K 0.11% 69
2024
Q4
$3.5M Buy
12,063
+865
+8% +$251K 0.14% 64
2024
Q3
$3.17M Buy
+11,198
New +$3.17M 0.14% 66