Opulen Financial Group’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
$945K Sell
3,108
-97
-3% -$29.5K 0.77% 29
2025
Q1
$881K Sell
3,205
-95
-3% -$26.1K 0.8% 28
2024
Q4
$956K Buy
+3,300
New +$956K 0.87% 27