Waller Financial Planning Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Waller Financial Planning Group’s Portfolio VTI Stock Details VTI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$230K	Buy
2020 Q1	–	Sell
2019 Q4	$500K	Sell
2019 Q3	$511K	Sell
2019 Q2	$656K	Sell
2019 Q1	$1.17M	Sell
2018 Q4	$1.33M	Buy