Surevest’s Vanguard Total Stock Market ETF VTI Stock Holding History

Surevest’s Portfolio VTI Stock Details VTI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$112K	Hold
2022 Q2	$117K	Hold
2022 Q1	$142K	Sell
2021 Q4	$156K	Buy
2019 Q1	–	Sell
2018 Q4	$298K	Buy