Lionshead 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
Q1
Sell
-862
Closed -$250K 119
2024
Q4
$250K Buy
+862
New +$250K 0.18% 97