Fortis Capital Advisors’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	$8.96M	Buy	27,944 +1,111	+4%	+$373K	1.17%	17
2025 Q4	$9M	Buy	26,833 +41	+0.2%	+$13.6K	1.33%	17
2025 Q3	$8.79M	Buy	26,792 +8,537	+47%	+$2.7M	1.39%	17
2025 Q2	$5.55M	Buy	18,255 +12,264	+205%	+$3.45M	0.99%	20
2025 Q1	$1.65M	Buy	5,991 +1,094	+22%	+$318K	0.33%	44
2024 Q4	$1.36M	Hold	4,897	–	–	0.47%	46
2024 Q3	$1.39M	Buy	4,897 +1,050	+27%	+$286K	0.46%	42
2024 Q2	$1.03M	Sell	3,847 -1,682	-30%	-$435K	0.37%	52
2024 Q1	$1.44M	Buy	5,529 +3,135	+131%	+$776K	0.6%	25
2023 Q4	$568K	Sell	2,394 -972	-29%	-$215K	0.3%	52
2023 Q3	$715K	Sell	3,366 -702	-17%	-$155K	0.46%	39
2023 Q2	$896K	Sell	4,068 -701	-15%	-$146K	0.53%	34
2023 Q1	$973K	Sell	4,769 -915	-16%	-$183K	0.52%	34
2022 Q4	$1.09M	Buy	+5,684	New	+$1.1M	0.65%	25