Prevail Innovative Wealth Advisors’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
$232K Sell
2025
Q1
$247K Sell
2024
Q4
$602K Sell
2024
Q3
$646K Buy
2024
Q2
$559K Hold
2024
Q1
$543K Sell
2023
Q4
$538K Buy
2023
Q3
$305K Buy
2023
Q2
$292K Buy