Vestia Personal Wealth 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
$618K Buy
16,205
+387
+2% +$14.7K 0.42% 37
2025
Q1
$453K Sell
15,818
-1,035
-6% -$29.7K 0.36% 44
2024
Q4
$484K Buy
16,853
+1,763
+12% +$50.6K 0.4% 43
2024
Q3
$459K Sell
15,090
-1
-0% -$30 0.43% 39
2024
Q2
$435K Buy
+15,091
New +$435K 0.46% 39