Spectrum Wealth Advisory Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$240K Hold
2025
Q1
$217K Sell
2024
Q4
$242K Sell
2024
Q3
$266K Buy
2024
Q2
$221K Buy
2022
Q2
Sell
2022
Q1
$355K Buy
2021
Q4
$376K Buy
2021
Q3
$344K Buy
2021
Q2
$344K Buy
2020
Q4
Sell
2020
Q3
$289K Buy