ORG Wealth Partners’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	$776K	Buy	2,552 +1,061	+71%	+$322K	0.19%	75
2025 Q1	$411K	Hold	1,491	–	–	0.13%	137
2024 Q4	$432K	Buy	1,491 +63	+4%	+$18.3K	0.13%	75
2024 Q3	$404K	Buy	+1,428	New	+$404K	0.13%	80