Executive Wealth Group’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
2024 Q1	$46.4M	Buy	185,069 +123,303	+200%	+$30.5M	9.66%	2
2023 Q4	$14.7M	Sell	61,766 -1,294	-2%	-$286K	9.32%	2
2023 Q3	$13.4M	Buy	63,060 +167	+0.3%	+$37K	9.51%	2
2023 Q2	$13.9M	Buy	62,893 +167	+0.3%	+$34.8K	9.36%	2
2023 Q1	$12.8M	Buy	62,726 +91	+0.1%	+$18.2K	9.07%	2
2022 Q4	$12M	Buy	62,635 +599	+1%	+$115K	9.14%	3
2022 Q3	$11.1M	Sell	62,036 -2,708	-4%	-$540K	9.56%	2
2022 Q2	$12.2M	Sell	64,744 -725	-1%	-$149K	9.45%	1
2022 Q1	$14.9M	Buy	65,469 +346	+0.5%	+$77.8K	9.77%	2
2021 Q4	$15.7M	Buy	65,123 +139	+0.2%	+$32.8K	9.72%	2
2021 Q3	$14.4M	Sell	64,984 -872	-1%	-$199K	8.82%	2
2021 Q2	$14.7M	Sell	65,856 -572	-0.9%	-$124K	8.68%	2
2021 Q1	$13.7M	Buy	66,428 +940	+1%	+$190K	8.45%	2
2020 Q4	$12.7M	Sell	65,488 -1,648	-2%	-$301K	8.6%	2
2020 Q3	$11.4M	Sell	67,136 -1,211	-2%	-$204K	8.79%	2
2020 Q2	$10.7M	Sell	68,347 -971	-1%	-$143K	8.56%	2
2020 Q1	$8.94M	Sell	69,318 -29	-0%	-$4.48K	8.56%	2
2019 Q4	$11.3M	Sell	69,347 -488	-0.7%	-$76.5K	8.6%	2
2019 Q3	$10.5M	Sell	69,835 -716	-1%	-$108K	8.44%	2
2019 Q2	$10.6M	Buy	70,551 +221	+0.3%	+$32.5K	8.11%	2
2019 Q1	$10.2M	Buy	70,330 +331	+0.5%	+$46.2K	7.93%	2
2018 Q4	$8.93M	Buy	69,999 +622	+0.9%	+$85.9K	8.43%	2
2018 Q3	$10.4M	Sell	69,377 -914	-1%	-$135K	8.61%	3
2018 Q2	$9.87M	Buy	70,291 +3,670	+6%	+$512K	8.78%	3
2018 Q1	$9.04M	Buy	66,621 +2,206	+3%	+$309K	7.79%	3
2017 Q4	$8.84M	Buy	+64,415	New	+$8.62M	7.9%	3