LifeGoal 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
$1.82M Sell
5,986
-362
-6% -$110K 1.73% 13
2025
Q1
$1.74M Sell
6,348
-37
-0.6% -$10.2K 1.88% 16
2024
Q4
$1.85M Buy
+6,385
New +$1.85M 2.01% 16