Charis Legacy Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.32M	Sell	17,492 -172	-1%	-$52.3K	8.76%	3
2025 Q1	$4.85M	Buy	17,664 +491	+3%	+$135K	9.19%	3
2024 Q4	$4.98M	Buy	+17,173	New	+$4.98M	10.16%	4