Nvest Financial’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
$322K Buy
1,060
+157
+17% +$47.7K 0.17% 86
2025
Q1
$248K Buy
903
+3
+0.3% +$825 0.13% 90
2024
Q4
$261K Buy
900
+5
+0.6% +$1.45K 0.13% 98
2024
Q3
$253K Buy
+895
New +$253K 0.14% 86