Allegheny Financial Group’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	$2.09M	Sell	6,528 -88	-1%	-$29.5K	0.28%	61
2025 Q4	$2.22M	Buy	6,616 +237	+4%	+$78.8K	0.33%	56
2025 Q3	$2.09M	Sell	6,379 -122	-2%	-$38.5K	0.39%	51
2025 Q2	$1.98M	Buy	6,501 +457	+8%	+$129K	0.44%	44
2025 Q1	$1.66M	Sell	6,044 -29	-0.5%	-$8.43K	0.43%	45
2024 Q4	$1.76M	Buy	6,073 +58	+1%	+$16.9K	0.45%	45
2024 Q3	$1.7M	Sell	6,015 -41	-0.7%	-$11.2K	0.42%	42
2024 Q2	$1.62M	Buy	6,056 +4,803	+383%	+$1.24M	0.46%	38
2024 Q1	$326K	Sell	1,253 -49	-4%	-$12.1K	0.1%	160
2023 Q4	$309K	Buy	1,302 +46	+4%	+$10.2K	0.1%	158
2023 Q3	$267K	Buy	+1,256	New	+$278K	0.1%	154
2023 Q2	–	Sell	-1,134	Closed	-$231K	–	163
2023 Q1	$231K	Buy	+1,134	New	+$227K	0.09%	147