Naviter Wealth’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
$263K Sell
864
-1,153
-57% -$351K 0.03% 246
2025
Q1
$554K Sell
2,017
-50
-2% -$13.7K 0.07% 200
2024
Q4
$599K Hold
2,067
0.07% 196
2024
Q3
$587K Buy
+2,067
New +$587K 0.08% 183