Strategic Investment 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
Sell
-7,710
Closed -$2.12M 21
2025
Q1
$2.12M Buy
7,710
+5,770
+297% +$1.59M 0.85% 16
2024
Q4
$562K Buy
+1,940
New +$562K 0.19% 19