Legacy Wealth Management (Idaho)’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
$1.08M Sell
3,548
-3,467
-49% -$1.05M 0.56% 34
2025
Q1
$1.93M Buy
7,015
+4,388
+167% +$1.21M 1.36% 18
2024
Q4
$783K Sell
2,627
-369
-12% -$110K 0.5% 35
2024
Q3
$887K Buy
+2,996
New +$887K 0.52% 29