Perissos 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
Q1
Sell
-794
Closed -$230K 93
2024
Q4
$230K Buy
794
+2
+0.3% +$580 0.17% 78
2024
Q3
$224K Buy
792
+2
+0.3% +$566 0.18% 77
2024
Q2
$211K Sell
790
-48
-6% -$12.8K 0.19% 76
2024
Q1
$218K Buy
+838
New +$218K 0.2% 71