PAG
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Poinciana Advisors Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Poinciana Advisors Group’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.05M Sell
3,441
-347
-9% -$105K 0.94% 21
2025
Q1 		$1.04M Buy
3,788
+574
+18% +$158K 1.08% 20
2024
Q4 		$931K Buy
+3,214
New +$931K 0.94% 21