Schrum Private Wealth Management’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
$282K Hold
928
0.23% 102
2025
Q1
$255K Buy
928
+10
+1% +$2.75K 0.22% 106
2024
Q4
$266K Sell
918
-710
-44% -$206K 0.23% 104
2024
Q3
$461K Buy
1,628
+477
+41% +$135K 0.24% 99
2024
Q2
$308K Buy
+1,151
New +$308K 0.28% 89