Cahaba Wealth Management’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	$1.72M	Buy	5,356 +69	+1%	+$23.1K	0.12%	38
2025 Q4	$1.77M	Sell	5,287 -41	-0.8%	-$13.6K	0.12%	35
2025 Q3	$1.75M	Buy	5,328 +617	+13%	+$195K	0.13%	35
2025 Q2	$1.43M	Buy	4,711 +5	+0.1%	+$1.41K	0.11%	40
2025 Q1	$1.29M	Buy	4,706 +292	+7%	+$84.8K	0.11%	41
2024 Q4	$1.28M	Sell	4,414 -50	-1%	-$14.6K	0.11%	42
2024 Q3	$1.26M	Sell	4,464 -125	-3%	-$34.1K	0.1%	43
2024 Q2	$1.23M	Buy	4,589 +214	+5%	+$55.4K	0.11%	42
2024 Q1	$1.14M	Sell	4,375 -20	-0.5%	-$4.95K	0.1%	46
2023 Q4	$1.04M	Buy	4,395 +20	+0.5%	+$4.42K	0.1%	45
2023 Q3	$929K	Sell	4,375 -8	-0.2%	-$1.77K	0.1%	49
2023 Q2	$965K	Sell	4,383 -229	-5%	-$47.8K	0.1%	49
2023 Q1	$941K	Hold	4,612	–	–	0.11%	47
2022 Q4	$882K	Buy	4,612 +238	+5%	+$45.9K	0.11%	45
2022 Q3	$785K	Hold	4,374	–	–	0.11%	50
2022 Q2	$825K	Hold	4,374	–	–	0.12%	50
2022 Q1	$904K	Hold	4,374	–	–	0.12%	51
2021 Q4	$1.06M	Buy	4,374 +51	+1%	+$12K	0.14%	47
2021 Q3	$960K	Buy	+4,323	New	+$986K	0.14%	46
2021 Q2	–	Sell	-7,842	Closed	-$1.62M	–	93
2021 Q1	$1.62M	Buy	7,842 +25	+0.3%	+$5.06K	0.25%	31
2020 Q4	$1.57M	Buy	7,817 +32	+0.4%	+$5.85K	0.26%	35
2020 Q3	$1.33M	Buy	7,785 +88	+1%	+$14.8K	0.26%	37
2020 Q2	$1.27M	Buy	+7,697	New	+$1.14M	0.26%	35