Oregon Pacific Wealth Management’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
$805K Sell
2,648
-601
-18% -$183K 0.76% 33
2025
Q1
$893K Sell
3,249
-45
-1% -$12.4K 0.89% 28
2024
Q4
$955K Buy
+3,294
New +$955K 0.94% 28