Level Wealth 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	$44.8M	Sell	147,352 -34,298	-19%	-$10.4M	26.04%	1
2025 Q1	$49.9M	Buy	181,650 +23,193	+15%	+$6.37M	32.67%	1
2024 Q4	$45.9M	Buy	+158,457	New	+$45.9M	32.44%	1