Fonville Wealth 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	$12.8M	Buy	39,970 +14,994	+60%	+$5.03M	2.44%	14
2025 Q4	$8.37M	Buy	24,976 +12,088	+94%	+$4.02M	1.71%	21
2025 Q3	$4.23M	Buy	12,888 +3,704	+40%	+$1.17M	0.95%	31
2025 Q2	$2.8M	Buy	9,184 +1,579	+21%	+$444K	0.71%	36
2025 Q1	$2.07M	Sell	7,605 -343	-4%	-$99.7K	0.61%	41
2024 Q4	$2.3M	Sell	7,948 -95	-1%	-$27.7K	0.76%	37
2024 Q3	$2.28M	Buy	8,043 +576	+8%	+$157K	0.79%	37
2024 Q2	$2M	Buy	7,467 +336	+5%	+$87K	0.79%	37
2024 Q1	$1.85M	Buy	7,131 +1,097	+18%	+$271K	0.82%	38
2023 Q4	$1.43M	Buy	+6,034	New	+$1.33M	0.76%	41