PFG Private Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$540K Buy
2024
Q1
Sell
2023
Q4
$6.41K Hold
2023
Q3
$5.74K Sell
2023
Q2
$16.1K Sell
2023
Q1
$76.5K Buy
2022
Q4
$10K Buy