Sterling Group 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
Sell
-1,486
Closed -$408K 62
2025
Q1
$408K Sell
1,486
-93
-6% -$25.6K 0.22% 34
2024
Q4
$458K Hold
1,579
0.24% 32
2024
Q3
$447K Buy
1,579
+187
+13% +$53K 0.24% 30
2024
Q2
$372K Buy
+1,392
New +$372K 0.21% 33