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McCarter Private Wealth Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

McCarter Private Wealth Services’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 		$656K Hold
2,159
– – 0.38% 57
2025
Q1 		$593K Hold
2,159
– – 0.39% 51
2024
Q4 		$626K Hold
2,159
– – 0.4% 48
2024
Q3 		$611K Buy
+2,159
New +$611K 0.39% 53