Premier Path Wealth Partners’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
$1.79M Buy
5,902
+397
+7% +$121K 0.25% 94
2025
Q1
$1.51M Buy
5,505
+293
+6% +$80.5K 0.24% 101
2024
Q4
$1.51M Buy
5,212
+10
+0.2% +$2.9K 0.23% 99
2024
Q3
$1.47M Buy
5,202
+1
+0% +$283 0.23% 106
2024
Q2
$1.39M Buy
+5,201
New +$1.39M 0.24% 102