Stonehaven Wealth & Tax Solutions’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
$2.17M Buy
7,151
+12
+0.2% +$3.65K 2.12% 13
2025
Q1
$1.96M Buy
7,139
+1,352
+23% +$372K 2.07% 13
2024
Q4
$1.68M Buy
+5,787
New +$1.68M 1.83% 15