Stonebridge Financial Group’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	$4.43M	Buy	14,574 +1,728	+13%	+$525K	0.43%	65
2025 Q1	$3.53M	Sell	12,846 -6	-0%	-$1.65K	0.38%	74
2024 Q4	$3.72M	Buy	+12,852	New	+$3.72M	0.41%	65