Palo Alto Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Palo Alto Wealth Advisors’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$426K	Sell
2025 Q1	$479K	Buy
2024 Q4	$404K	Buy
2024 Q3	$280K	Buy
2024 Q2	$221K	Hold
2024 Q1	$214K	Buy