Rooted Wealth Advisors’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
2023 Q3	–	Sell	-1,736	Closed	-$382K	–	85
2023 Q2	$382K	Sell	1,736 -1,051	-38%	-$231K	0.26%	51
2023 Q1	$572K	Buy	+2,787	New	+$572K	0.42%	42