VWA
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VSM Wealth Advisory’s Citigroup C Stock Holding History

VSM Wealth Advisory’s Portfolio C Stock Details C Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$85.1K Hold
1,000
– – 0.03% 152
2025
Q1 		$71K Hold
1,000
– – 0.03% 161
2024
Q4 		$70.4K Buy
+1,000
New +$70.4K 0.03% 165