Everett Harris & Co’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	$2.26M	Buy	7,052 +470	+7%	+$158K	0.03%	109
2025 Q4	$2.21M	Buy	6,582 +434	+7%	+$144K	0.03%	114
2025 Q3	$2.02M	Hold	6,148	–	–	0.02%	117
2025 Q2	$1.87M	Sell	6,148 -25	-0.4%	-$7.03K	0.02%	119
2025 Q1	$1.7M	Sell	6,173 -244	-4%	-$70.9K	0.02%	115
2024 Q4	$1.86M	Hold	6,417	–	–	0.02%	104
2024 Q3	$1.82M	Buy	6,417 +359	+6%	+$97.9K	0.02%	103
2024 Q2	$1.62M	Hold	6,058	–	–	0.02%	105
2024 Q1	$1.57M	Buy	6,058 +425	+8%	+$105K	0.02%	110
2023 Q4	$1.34M	Sell	5,633 -65	-1%	-$14.4K	0.02%	115
2023 Q3	$1.21M	Buy	5,698 +118	+2%	+$26.1K	0.02%	118
2023 Q2	$1.23M	Hold	5,580	–	–	0.02%	121
2023 Q1	$1.14M	Hold	5,580	–	–	0.02%	126
2022 Q4	$1.07M	Buy	5,580 +110	+2%	+$21.2K	0.02%	128
2022 Q3	$982K	Buy	5,470 +1,020	+23%	+$203K	0.02%	126
2022 Q2	$839K	Hold	4,450	–	–	0.01%	143
2022 Q1	$1.01M	Sell	4,450 -1,120	-20%	-$252K	0.01%	143
2021 Q4	$1.34M	Hold	5,570	–	–	0.02%	123
2021 Q3	$1.24M	Hold	5,570	–	–	0.02%	128
2021 Q2	$1.24M	Hold	5,570	–	–	0.02%	132
2021 Q1	$1.15M	Hold	5,570	–	–	0.02%	128
2020 Q4	$1.08M	Sell	5,570 -100	-2%	-$18.3K	0.02%	127
2020 Q3	$966K	Sell	5,670 -577	-9%	-$97K	0.02%	127
2020 Q2	$978K	Buy	6,247 +1,544	+33%	+$228K	0.02%	119
2020 Q1	$606K	Buy	4,703 +50	+1%	+$7.73K	0.02%	144
2019 Q4	$761K	Hold	4,653	–	–	0.02%	153
2019 Q3	$703K	Buy	4,653 +1	+0%	+$151	0.02%	153
2019 Q2	$698K	Hold	4,652	–	–	0.02%	153
2019 Q1	$673K	Buy	+4,652	New	+$649K	0.02%	152