Uptown Financial Advisors’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
Sell
-2,795
Closed -$768K 74
2025
Q1
$768K Buy
+2,795
New +$768K 0.78% 23