Prospect Financial Group’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
$5.28M Buy
17,375
+741
+4% +$225K 5.52% 7
2025
Q1
$4.57M Sell
16,634
-313
-2% -$86K 5.83% 4
2024
Q4
$4.91M Buy
+16,947
New +$4.91M 6.04% 4