Occidental Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$336K Buy
2025
Q2
$309K Buy
2025
Q1
$246K Buy
2024
Q4
$232K Sell
2024
Q3
$366K Buy
2024
Q2
$214K Sell
2024
Q1
$208K Buy
2022
Q1
Sell
2021
Q4
$207K Buy