OWA
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Oak Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Oak Wealth Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$662K Buy
2,178
+477
+28% +$145K 0.42% 33
2025
Q1 		$468K Sell
1,701
-33
-2% -$9.07K 0.35% 35
2024
Q4 		$503K Buy
+1,734
New +$503K 0.39% 35