Unique Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.63M Sell
2025
Q1
$1.51M Buy
2024
Q4
$663K Buy
2024
Q3
$491K Buy
2024
Q2
$320K Sell
2024
Q1
$313K Sell
2023
Q4
$287K Buy
2023
Q3
$228K Sell
2023
Q2
$296K Buy