Anchor Capital Advisors’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	$750K	Buy	2,338 +418	+22%	+$140K	0.02%	181
2025 Q4	$644K	Hold	1,920	–	–	0.02%	198
2025 Q3	$630K	Hold	1,920	–	–	0.02%	198
2025 Q2	$584K	Hold	1,920	–	–	0.02%	200
2025 Q1	$528K	Sell	1,920 -300	-14%	-$87.2K	0.02%	199
2024 Q4	$643K	Hold	2,220	–	–	0.02%	197
2024 Q3	$629K	Hold	2,220	–	–	0.02%	193
2024 Q2	$594K	Hold	2,220	–	–	0.02%	193
2024 Q1	$577K	Sell	2,220 -700	-24%	-$173K	0.02%	198
2023 Q4	$693K	Hold	2,920	–	–	0.02%	190
2023 Q3	$620K	Hold	2,920	–	–	0.02%	197
2023 Q2	$643K	Hold	2,920	–	–	0.02%	203
2023 Q1	$596K	Buy	+2,920	New	+$585K	0.02%	206