Centerpoint 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
2026 Q1	$577K	Hold	1,800	–	–	0.19%	47
2025 Q4	$603K	Hold	1,800	–	–	0.19%	50
2025 Q3	$591K	Buy	1,800 +750	+71%	+$237K	0.18%	50
2025 Q2	$319K	Sell	1,050 -35	-3%	-$9.84K	0.11%	67
2025 Q1	$298K	Hold	1,085	–	–	0.11%	69
2024 Q4	$314K	Buy	1,085 +1,050	+3,000%	+$306K	0.11%	68
2024 Q3	$10K	Hold	35	–	–	﹤0.01%	360
2024 Q2	$9K	Hold	35	–	–	﹤0.01%	358
2024 Q1	$9K	Hold	35	–	–	﹤0.01%	333
2023 Q4	$8K	Hold	35	–	–	﹤0.01%	338
2023 Q3	$7K	Buy	+35	New	+$7.75K	﹤0.01%	367
2022 Q3	–	Sell	-2,464	Closed	-$465K	–	422
2022 Q2	$465K	Buy	+2,464	New	+$506K	0.24%	43
2022 Q1	–	Sell	-119	Closed	-$29K	–	470
2021 Q4	$29K	Buy	119 +115	+2,875%	+$27.1K	0.01%	159
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	282
2021 Q2	$1K	Buy	+4	New	+$868	﹤0.01%	281
2019 Q1	–	Sell	-820	Closed	-$105K	–	269
2018 Q4	$105K	Buy	+820	New	+$113K	0.1%	64