Roehl & Yi Investment 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
2026
Q1
$4.58M Buy
2025
Q4
$4.51M Buy
2025
Q3
$4.06M Buy
2025
Q2
$3.51M Buy
2025
Q1
$2.76M Buy
2024
Q4
$2.58M Buy