Paragon Private 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	$2.59M	Sell	8,537 -1,079	-11%	-$328K	1.03%	18
2025 Q1	$2.64M	Hold	9,616	–	–	1.23%	18
2024 Q4	$2.79M	Buy	9,616 +1,610	+20%	+$467K	1.29%	16
2024 Q3	$2.27M	Buy	8,006 +6,600	+469%	+$1.87M	1.12%	25
2024 Q2	$376K	Buy	+1,406	New	+$376K	0.21%	109