Total Wealth Planning & 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
$221K Buy
+727
New +$221K 0.18% 164
2025
Q1
Sell
-727
Closed -$211K 199
2024
Q4
$211K Buy
+727
New +$211K 0.19% 149