Strait & Sound 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
$360K Sell
1,185
-22
-2% -$6.69K 0.15% 106
2025
Q1
$332K Buy
1,207
+18
+2% +$4.95K 0.15% 105
2024
Q4
$345K Sell
1,189
-303
-20% -$87.8K 0.16% 100
2024
Q3
$422K Buy
1,492
+10
+0.7% +$2.83K 0.21% 86
2024
Q2
$396K Buy
1,482
+142
+11% +$38K 0.2% 84
2024
Q1
$344K Sell
1,340
-40
-3% -$10.3K 0.19% 86
2023
Q4
$324K Buy
1,380
+40
+3% +$9.38K 0.2% 86
2023
Q3
$285K Sell
1,340
-17
-1% -$3.61K 0.24% 93
2023
Q2
$299K Sell
1,357
-701
-34% -$154K 0.3% 73
2023
Q1
$420K Buy
2,058
+200
+11% +$40.8K 0.42% 58
2022
Q4
$371K Buy
+1,858
New +$371K 0.41% 65