Copia Wealth Management's ownership history for VTI

Copia Wealth Management currently holds 681 shares with a market value of $218.5K. It started holding VTI on 2024-12-31. At its peak, it held 681 shares on 2026-03-31. Its highest holding value was $218.5K on 2026-03-31. At its lowest, it held 598 shares on 2025-12-31, with a value of $179.5K on 2025-03-31. In the recent 180 days, Copia Wealth Management has increased its shares by 78. In the recent year, Copia Wealth Management has increased its shares by 28.