Balanced Wealth 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	$2.71M	Buy	8,449 +4,193	+99%	+$1.41M	0.97%	22
2025 Q4	$1.4M	Sell	4,256 -97	-2%	-$32.3K	0.51%	24
2025 Q3	$1.32M	Buy	4,353 +134	+3%	+$42.3K	0.58%	23
2025 Q2	$1.31M	Sell	4,219 -116	-3%	-$32.6K	0.57%	22
2025 Q1	$1.19M	Buy	4,335 +21	+0.5%	+$6.1K	0.58%	24
2024 Q4	$1.29M	Sell	4,314 -197	-4%	-$57.5K	0.58%	23
2024 Q3	$1.28M	Sell	4,511 -677	-13%	-$185K	0.57%	23
2024 Q2	$1.39M	Sell	5,188 -2,818	-35%	-$729K	0.63%	24
2024 Q1	$2.06M	Sell	8,006 -10,036	-56%	-$2.48M	0.92%	21
2023 Q4	$4.28M	Buy	+18,042	New	+$3.99M	2.22%	12