Strata Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$736K Sell
2025
Q1
$1.05M Buy
2024
Q4
$1M Buy
2024
Q3
$948K Buy
2024
Q2
$440K Sell
2024
Q1
$579K Buy
2023
Q4
$493K Buy
2023
Q3
$341K Buy