Bellwether 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
2025 Q3	–	Sell	-342	Closed	-$104K	–	565
2025 Q2	$104K	Hold	342	–	–	0.02%	169
2025 Q1	$94K	Hold	342	–	–	0.02%	176
2024 Q4	$99.1K	Buy	+342	New	+$99.8K	0.02%	184
2023 Q2	–	Sell	-421	Closed	-$85.9K	–	462
2023 Q1	$85.9K	Sell	421 -226	-35%	-$45.2K	0.02%	160
2022 Q4	$124K	Sell	647 -901	-58%	-$174K	0.04%	145
2022 Q3	$277K	Sell	1,548 -36	-2%	-$7.17K	0.09%	94
2022 Q2	$298K	Sell	1,584 -973	-38%	-$200K	0.1%	101
2022 Q1	$582K	Buy	2,557 +574	+29%	+$129K	0.17%	93
2021 Q4	$478K	Buy	1,983 +146	+8%	+$34.5K	0.15%	94
2021 Q3	$407K	Hold	1,837	–	–	0.14%	120
2021 Q2	$409K	Buy	1,837 +933	+103%	+$202K	0.14%	101
2021 Q1	$186K	Hold	904	–	–	0.07%	114
2020 Q4	$175K	Buy	+904	New	+$165K	0.08%	110