SwitchPoint Financial Planning’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
$3.15M Hold
10,351
2.58% 9
2025
Q1
$2.84M Buy
10,351
+1,636
+19% +$450K 2.7% 8
2024
Q4
$2.53M Buy
+8,715
New +$2.53M 2.42% 10