Atwood & Palmer’s Vanguard Total Stock Market ETF VTI Stock Holding History

Atwood & Palmer’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$777K	Buy	2,555 +1,222	+92%	+$371K	0.05%	98
2025 Q1	$366K	Buy	1,333 +33	+3%	+$9.07K	0.03%	122
2024 Q4	$377K	Hold	1,300	–	–	0.03%	121
2024 Q3	$368K	Hold	1,300	–	–	0.03%	122
2024 Q2	$348K	Hold	1,300	–	–	0.03%	119
2024 Q1	$338K	Hold	1,300	–	–	0.03%	122
2023 Q4	$308K	Hold	1,300	–	–	0.02%	130
2023 Q3	$276K	Hold	1,300	–	–	0.02%	124
2023 Q2	$286K	Hold	1,300	–	–	0.03%	127
2023 Q1	$265K	Hold	1,300	–	–	0.02%	123
2022 Q4	$249K	Hold	1,300	–	–	0.02%	137
2022 Q3	$233K	Hold	1,300	–	–	0.02%	134
2022 Q2	$245K	Sell	1,300 -50	-4%	-$9.42K	0.02%	130
2022 Q1	$307K	Sell	1,350 -350	-21%	-$79.6K	0.03%	124
2021 Q4	$410K	Hold	1,700	–	–	0.03%	121
2021 Q3	$378K	Hold	1,700	–	–	0.03%	122
2021 Q2	$379K	Sell	1,700 -500	-23%	-$111K	0.03%	121
2021 Q1	$455K	Sell	2,200 -200	-8%	-$41.4K	0.04%	110
2020 Q4	$467K	Sell	2,400 -150	-6%	-$29.2K	0.05%	104
2020 Q3	$434K	Sell	2,550 -110	-4%	-$18.7K	0.05%	93
2020 Q2	$416K	Hold	2,660	–	–	0.06%	91
2020 Q1	$343K	Hold	2,660	–	–	0.05%	94
2019 Q4	$435K	Hold	2,660	–	–	0.06%	91
2019 Q3	$402K	Sell	2,660 -125	-4%	-$18.9K	0.05%	91
2019 Q2	$418K	Hold	2,785	–	–	0.06%	92
2019 Q1	$403K	Hold	2,785	–	–	0.06%	88
2018 Q4	$355K	Hold	2,785	–	–	0.06%	90
2018 Q3	$417K	Sell	2,785 -415	-13%	-$62.1K	0.05%	88
2018 Q2	$449K	Buy	3,200 +700	+28%	+$98.2K	0.06%	85
2018 Q1	$339K	Sell	2,500 -793	-24%	-$108K	0.05%	98
2017 Q4	$452K	Sell	3,293 -250	-7%	-$34.3K	0.06%	89
2017 Q3	$459K	Sell	3,543 -200	-5%	-$25.9K	0.07%	84
2017 Q2	$466K	Sell	3,743 -568	-13%	-$70.7K	0.07%	84
2017 Q1	$523K	Hold	4,311	–	–	0.08%	80
2016 Q4	$497K	Hold	4,311	–	–	0.09%	76
2016 Q3	$480K	Hold	4,311	–	–	0.09%	77
2016 Q2	$462K	Buy	+4,311	New	+$462K	0.08%	80
2016 Q1	–	Sell	-111	Closed	-$12K	–	391
2015 Q4	$12K	Hold	111	–	–	﹤0.01%	315
2015 Q3	$11K	Buy	+111	New	+$11K	﹤0.01%	329