Triad Wealth Partners’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
$287K Buy
+943
New +$287K 0.06% 224
2024
Q3
Sell
-236
Closed -$63.1K 916
2024
Q2
$63.1K Buy
+236
New +$63.1K 0.03% 194