Talon Private Wealth’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
$810K Buy
2,664
+452
+20% +$137K 0.11% 110
2025
Q1
$608K Sell
2,212
-97
-4% -$26.7K 0.08% 115
2024
Q4
$669K Buy
2,309
+5
+0.2% +$1.45K 0.14% 69
2024
Q3
$652K Buy
+2,304
New +$652K 0.14% 35