NLWP
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Next Level Wealth Planning’s Vanguard Total Stock Market ETF VTI Stock Holding History

Next Level Wealth Planning’s Portfolio VTI Stock Details VTI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$13.9M Buy
45,624
+2,340
+5% +$711K 8.88% 4
2025
Q1 		$11.9M Buy
43,284
+1,862
+4% +$512K 9.01% 4
2024
Q4 		$12M Buy
+41,422
New +$12M 9.44% 3