Verum 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
$4.89M Buy
16,087
+15,038
+1,434% +$4.57M 1.13% 20
2025
Q1
$288K Buy
1,049
+133
+15% +$36.5K 0.08% 125
2024
Q4
$266K Sell
916
-16
-2% -$4.64K 0.08% 138
2024
Q3
$264K Sell
932
-138
-13% -$39.1K 0.08% 136
2024
Q2
$286K Buy
1,070
+51
+5% +$13.6K 0.09% 119
2024
Q1
$265K Sell
1,019
-1,077
-51% -$280K 0.09% 128
2023
Q4
$497K Buy
2,096
+690
+49% +$164K 0.2% 77
2023
Q3
$299K Buy
1,406
+296
+27% +$62.9K 0.13% 104
2023
Q2
$245K Hold
1,110
0.22% 84
2023
Q1
$227K Sell
1,110
-2
-0.2% -$408 0.24% 60
2022
Q4
$213K Buy
+1,112
New +$213K 0.26% 69