MSWA
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Marshall & Sterling Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$47.9K Hold
158
– – 0.03% 169
2025
Q1 		$43.3K Buy
158
+114
+259% +$31.2K 0.03% 172
2024
Q4 		$12.6K Buy
+44
New +$12.6K 0.01% 220