Ridgeline Wealth Planning’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
$1.2M Buy
3,945
+41
+1% +$12.5K 0.99% 14
2025
Q1
$1.07M Hold
3,904
1.05% 13
2024
Q4
$1.13M Buy
+3,904
New +$1.13M 1.08% 13