Avestar Capital’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	$10.8M	Buy	33,587 +25,100	+296%	+$8.42M	0.74%	26
2025 Q4	$2.85M	Sell	8,487 -250	-3%	-$83.2K	0.2%	91
2025 Q3	$2.87M	Sell	8,737 -8,755	-50%	-$2.77M	0.21%	98
2025 Q2	$5.33M	Buy	17,492 +2,911	+20%	+$819K	0.39%	52
2025 Q1	$4.01M	Sell	14,581 -2,421	-14%	-$703K	0.38%	61
2024 Q4	$4.93M	Sell	17,002 -128	-0.7%	-$37.3K	0.45%	51
2024 Q3	$4.85M	Sell	17,130 -367	-2%	-$100K	0.53%	48
2024 Q2	$4.68M	Buy	17,497 +2,730	+18%	+$707K	0.52%	51
2024 Q1	$3.84M	Sell	14,767 -18,713	-56%	-$4.63M	0.44%	52
2023 Q4	$7.94M	Buy	33,480 +20,908	+166%	+$4.62M	0.98%	27
2023 Q3	$2.67M	Sell	12,572 -41	-0.3%	-$9.07K	0.41%	53
2023 Q2	$2.78M	Sell	12,613 -1,651	-12%	-$344K	0.48%	41
2023 Q1	$2.91M	Buy	14,264 +3,084	+28%	+$617K	0.59%	40
2022 Q4	$2.14M	Buy	11,180 +6,619	+145%	+$1.28M	0.46%	48
2022 Q3	$819K	Buy	4,561 +487	+12%	+$97.1K	0.23%	75
2022 Q2	$768K	Sell	4,074 -43	-1%	-$8.84K	0.21%	87
2022 Q1	$937K	Sell	4,117 -530	-11%	-$119K	0.18%	135
2021 Q4	$1.12M	Buy	4,647 +897	+24%	+$212K	0.21%	149
2021 Q3	$833K	Buy	+3,750	New	+$855K	0.16%	209
2020 Q4	–	Sell	-4,500	Closed	-$781K	–	280
2020 Q3	$781K	Hold	4,500	–	–	0.26%	84
2020 Q2	$704K	Hold	4,500	–	–	0.31%	79
2020 Q1	$580K	Buy	+4,500	New	+$696K	0.32%	78