UP Strategic Wealth Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

UP Strategic Wealth Investment Advisors’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$513K	Sell
2025 Q1	$481K	Hold
2024 Q4	$507K	Sell
2024 Q3	$617K	Hold
2024 Q2	$583K	Sell
2024 Q1	$600K	Sell
2023 Q4	$567K	Buy