Stiles Financial 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
Q1
Sell
-1,693
Closed -$490K 185
2024
Q4
$490K Buy
1,693
+13
+0.8% +$3.76K 0.18% 118
2024
Q3
$476K Sell
1,680
-54
-3% -$15.3K 0.17% 117
2024
Q2
$464K Buy
+1,734
New +$464K 0.18% 109