ShankerValleau 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
2025
Q2
Sell
-1,239
Closed -$341K 43
2025
Q1
$341K Buy
+1,239
New +$341K 0.11% 26