Affinity Wealth Management’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	$639K	Sell	1,990 -98	-5%	-$32.9K	0.1%	50
2025 Q4	$700K	Buy	2,088 +148	+8%	+$49.2K	0.1%	54
2025 Q3	$637K	Hold	1,940	–	–	0.09%	55
2025 Q2	$590K	Buy	1,940 +10	+0.5%	+$2.81K	0.09%	58
2025 Q1	$530K	Sell	1,930 -1,399	-42%	-$406K	0.1%	56
2024 Q4	$965K	Buy	3,329 +1,399	+72%	+$408K	0.17%	46
2024 Q3	$546K	Buy	1,930 +452	+31%	+$123K	0.1%	59
2024 Q2	$395K	Hold	1,478	–	–	0.07%	65
2024 Q1	$384K	Sell	1,478 -4	-0.3%	-$990	0.07%	67
2023 Q4	$351K	Hold	1,482	–	–	0.07%	68
2023 Q3	$315K	Sell	1,482 -334	-18%	-$73.9K	0.07%	72
2023 Q2	$400K	Hold	1,816	–	–	0.09%	68
2023 Q1	$371K	Buy	+1,816	New	+$364K	0.09%	73