Madison Wealth Partners’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
$2.38M Buy
7,835
+183
+2% +$55.6K 0.52% 30
2025
Q1
$2.1M Sell
7,652
-113
-1% -$31.1K 0.52% 32
2024
Q4
$2.25M Buy
7,765
+2,191
+39% +$635K 0.63% 28
2024
Q3
$1.58M Buy
+5,574
New +$1.58M 0.47% 31