TWA
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Trace Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Trace Wealth Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$18.3M Buy
60,054
+4,165
+7% +$1.27M 14.91% 1
2025
Q1 		$15.4M Buy
55,889
+1,845
+3% +$507K 13.69% 1
2024
Q4 		$15.7M Buy
+54,044
New +$15.7M 14.04% 1