Comprehensive Financial 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	$17.5M	Hold	54,691	–	–	0.58%	11
2025 Q4	$18.3M	Buy	54,691 +29,616	+118%	+$9.85M	0.55%	11
2025 Q3	$8.25M	Sell	25,075 -992	-4%	-$313K	0.23%	15
2025 Q2	$7.95M	Hold	26,067	–	–	0.22%	15
2025 Q1	$7.16M	Buy	26,067 +3	+0%	+$872	0.23%	13
2024 Q4	$7.55M	Buy	26,064 +4	+0%	+$1.17K	0.21%	14
2024 Q3	$7.4M	Sell	26,060 -540	-2%	-$147K	0.21%	14
2024 Q2	$7.14M	Hold	26,600	–	–	0.25%	14
2024 Q1	$6.91M	Buy	26,600 +2	+0%	+$495	0.22%	15
2023 Q4	$6.31M	Sell	26,598 -253	-0.9%	-$55.9K	0.22%	15
2023 Q3	$5.7M	Sell	26,851 -3,174	-11%	-$703K	0.21%	16
2023 Q2	$6.61M	Buy	30,025 +2	+0%	+$417	0.22%	16
2023 Q1	$37.3M	Buy	30,023 +3	+0%	+$601	1.13%	6
2022 Q4	$5.74M	Buy	30,020 +4	+0%	+$771	0.18%	16
2022 Q3	$5.39M	Buy	30,016 +3	+0%	+$598	0.14%	17
2022 Q2	$5.66M	Buy	30,013 +3	+0%	+$616	0.16%	18
2022 Q1	$6.83M	Hold	30,010	–	–	0.12%	18
2021 Q4	$7.25M	Buy	30,010 +3	+0%	+$708	0.09%	21
2021 Q3	$6.66M	Buy	30,007 +2	+0%	+$456	0.06%	20
2021 Q2	$6.69M	Buy	30,005 +2,909	+11%	+$631K	0.06%	19
2021 Q1	$5.6M	Buy	27,096 +11	+0%	+$2.23K	0.06%	15
2020 Q4	$5.27M	Sell	27,085 -32	-0.1%	-$5.85K	0.05%	15
2020 Q3	$4.62M	Buy	27,117 +32	+0.1%	+$5.38K	0.05%	11
2020 Q2	$4.24M	Buy	27,085 +3	+0%	+$442	0.05%	11
2020 Q1	$3.49M	Hold	27,082	–	–	0.07%	13
2019 Q4	$4.43M	Buy	+27,082	New	+$4.24M	0.08%	11