Pinnacle Private Wealth’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
2022
Q2
$2.65M Buy
14,073
+651
+5% +$123K 1.04% 16
2022
Q1
$3.06M Buy
13,422
+7,572
+129% +$1.72M 0.95% 17
2021
Q4
$1.41M Buy
+5,850
New +$1.41M 0.44% 57