WWA
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Wingate Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Wingate Wealth Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.61M Buy
5,299
+3
+0.1% +$912 1.43% 23
2025
Q1 		$1.46M Sell
5,296
-16
-0.3% -$4.4K 1.68% 20
2024
Q4 		$1.54M Buy
+5,312
New +$1.54M 1.51% 20