Optivise Advisory Services’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	$438K	Hold	1,442	–	–	0.22%	107
2025 Q1	$396K	Sell	1,442 -86	-6%	-$23.6K	0.22%	98
2024 Q4	$443K	Buy	1,528 +4	+0.3%	+$1.16K	0.24%	97
2024 Q3	$431K	Sell	1,524 -55	-3%	-$15.6K	0.23%	92
2024 Q2	$422K	Buy	+1,579	New	+$422K	0.23%	93