Unified Investment 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
$414K Buy
1,361
+272
+25% +$82.7K 0.44% 79
2025
Q1
$299K Buy
1,089
+18
+2% +$4.95K 0.35% 97
2024
Q4
$310K Buy
+1,071
New +$310K 0.35% 91