Foundations Investment 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	$32.2M	Sell	100,287 -4,597	-4%	-$1.54M	0.4%	65
2025 Q4	$35.2M	Buy	104,884 +9,576	+10%	+$3.19M	0.46%	59
2025 Q3	$31.3M	Sell	95,308 -35,824	-27%	-$11.3M	0.45%	56
2025 Q2	$39.9M	Buy	131,132 +30,560	+30%	+$8.6M	0.63%	43
2025 Q1	$27.6M	Buy	100,572 +14,028	+16%	+$4.08M	0.51%	48
2024 Q4	$25.1M	Buy	86,544 +8,182	+10%	+$2.39M	0.48%	51
2024 Q3	$22.2M	Buy	78,362 +6,250	+9%	+$1.7M	0.47%	54
2024 Q2	$19.3M	Buy	72,112 +6,518	+10%	+$1.69M	0.47%	53
2024 Q1	$17M	Buy	65,594 +20,798	+46%	+$5.15M	0.45%	57
2023 Q4	$10.9M	Buy	44,796 +15,303	+52%	+$3.38M	0.29%	68
2023 Q3	$6.26M	Buy	29,493 +5,866	+25%	+$1.3M	0.19%	96
2023 Q2	$5.2M	Sell	23,627 -886	-4%	-$185K	0.17%	89
2023 Q1	$5M	Buy	24,513 +6,657	+37%	+$1.33M	0.18%	85
2022 Q4	$3.41M	Buy	17,856 +12,514	+234%	+$2.41M	0.14%	83
2022 Q3	$959K	Sell	5,342 -2,617	-33%	-$522K	0.04%	177
2022 Q2	$1.52M	Buy	7,959 +419	+6%	+$86.1K	0.06%	112
2022 Q1	$1.66M	Sell	7,540 -7,414	-50%	-$1.67M	0.06%	101
2021 Q4	$3.56M	Sell	14,954 -1,706	-10%	-$403K	0.13%	63
2021 Q3	$3.73M	Buy	16,660 +10,382	+165%	+$2.37M	0.16%	51
2021 Q2	$1.42M	Sell	6,278 -1,487	-19%	-$323K	0.07%	87
2021 Q1	$1.64M	Buy	7,765 +4,111	+113%	+$832K	0.09%	69
2020 Q4	$728K	Buy	3,654 +990	+37%	+$181K	0.05%	91
2020 Q3	$454K	Sell	2,664 -335	-11%	-$56.3K	0.1%	114
2020 Q2	$474K	Sell	2,999 -557	-16%	-$82.1K	0.04%	104
2020 Q1	$437K	Buy	3,556 +1,322	+59%	+$204K	0.05%	76
2019 Q4	$367K	Sell	2,234 -648	-22%	-$102K	0.05%	105
2019 Q3	$426K	Buy	2,882 +1,425	+98%	+$215K	0.06%	94
2019 Q2	$222K	Buy	+1,457	New	+$215K	0.03%	113