NBWM
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North Berkeley Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

North Berkeley Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$828K Buy
2,723
+22
+0.8% +$6.69K 0.76% 24
2025
Q1 		$742K Sell
2,701
-89
-3% -$24.5K 0.77% 23
2024
Q4 		$809K Buy
+2,790
New +$809K 0.82% 22