Milestone Asset 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
Q2
$339K Buy
+1,114
New +$339K 0.07% 169
2024
Q1
Sell
-854
Closed -$203K 174
2023
Q4
$203K Buy
+854
New +$203K 0.07% 85