Silver Oak Wealth Advisors Services’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
$1.16M Sell
3,818
-223
-6% -$67.8K 0.84% 19
2025
Q1
$1.11M Sell
4,041
-32
-0.8% -$8.79K 0.99% 18
2024
Q4
$1.18M Buy
+4,073
New +$1.18M 1.02% 15