Acorn Financial Advisory Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.34M	Buy	4,162 +73	+2%	+$24.5K	0.18%	59
2025 Q4	$1.37M	Sell	4,089 -50	-1%	-$16.6K	0.2%	52
2025 Q3	$1.36M	Buy	4,139 +71	+2%	+$22.4K	0.21%	53
2025 Q2	$1.24M	Buy	4,068 +17	+0.4%	+$4.78K	0.2%	56
2025 Q1	$1.11M	Sell	4,051 -283	-7%	-$82.2K	0.2%	62
2024 Q4	$1.26M	Buy	4,334 +303	+8%	+$88.4K	0.21%	56
2024 Q3	$1.14M	Sell	4,031 -62	-2%	-$16.9K	0.2%	58
2024 Q2	$1.09M	Sell	4,093 -511	-11%	-$132K	0.2%	60
2024 Q1	$1.2M	Sell	4,604 -5,200	-53%	-$1.29M	0.23%	61
2023 Q4	$2.3M	Sell	9,804 -795	-8%	-$176K	0.4%	31
2023 Q3	$2.25M	Sell	10,599 -404	-4%	-$89.4K	0.4%	33
2023 Q2	$2.42M	Sell	11,003 -119	-1%	-$24.8K	0.43%	27
2023 Q1	$2.27M	Buy	11,122 +468	+4%	+$93.7K	0.44%	25
2022 Q4	$2.04M	Buy	10,654 +292	+3%	+$56.3K	0.43%	26
2022 Q3	$1.86M	Buy	10,362 +1,927	+23%	+$384K	0.44%	25
2022 Q2	$1.59M	Buy	8,435 +579	+7%	+$119K	0.38%	40
2022 Q1	$1.79M	Buy	7,856 +495	+7%	+$111K	0.36%	42
2021 Q4	$1.78M	Buy	7,361 +205	+3%	+$48.4K	0.36%	47
2021 Q3	$1.59M	Sell	7,156 -599	-8%	-$137K	0.49%	49
2021 Q2	$1.73M	Buy	7,755 +4,957	+177%	+$1.08M	0.51%	56
2021 Q1	$587K	Sell	2,798 -2,158	-44%	-$437K	0.21%	109
2020 Q4	$965K	Buy	4,956 +144	+3%	+$26.3K	0.38%	80
2020 Q3	$821K	Buy	4,812 +134	+3%	+$22.5K	0.43%	65
2020 Q2	$731K	Sell	4,678 -7,938	-63%	-$1.17M	0.51%	61
2020 Q1	$1.63M	Buy	12,616 +10,346	+456%	+$1.6M	1.61%	10
2019 Q4	$371K	Buy	+2,270	New	+$356K	0.31%	112