Optima Capital’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
$5.78M Sell
19,003
-473
-2% -$144K 3.11% 5
2025
Q1
$5.35M Buy
19,476
+1,471
+8% +$404K 3.41% 4
2024
Q4
$5.22M Buy
+18,005
New +$5.22M 3.6% 2