BWML
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Base Wealth Management LLC’s Vanguard Total Stock Market ETF VTI Stock Holding History

Base Wealth Management LLC’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.25M Sell
7,415
-507
-6% -$154K 1.44% 19
2025
Q1 		$2.18M Buy
+7,922
New +$2.18M 1.66% 17