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Shum Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Shum Financial Group’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$450K Sell
1,639
-34
-2% -$9.35K 0.39% 65
2024
Q4 		$485K Hold
1,673
– – 0.42% 64
2024
Q3 		$477K Buy
+1,673
New +$477K 0.4% 67