Goldstone Financial 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
2026 Q1	$18.7M	Sell	58,208 -943	-2%	-$316K	2.02%	8
2025 Q4	$19.8M	Buy	59,151 +1,353	+2%	+$450K	2.21%	8
2025 Q3	$19M	Buy	57,798 +1,566	+3%	+$495K	2.24%	8
2025 Q2	$17.3M	Sell	56,232 -3,243	-5%	-$912K	2.29%	8
2025 Q1	$16.3M	Buy	59,475 +2,710	+5%	+$787K	2.47%	7
2024 Q4	$16.5M	Buy	56,765 +2,365	+4%	+$690K	2.58%	7
2024 Q3	$15.4M	Buy	54,400 +3,325	+7%	+$907K	2.68%	6
2024 Q2	$13.7M	Buy	51,075 +63	+0.1%	+$16.3K	2.74%	7
2024 Q1	$13.3M	Buy	51,012 +2,374	+5%	+$587K	3.04%	6
2023 Q4	$11.5M	Buy	48,638 +2,889	+6%	+$639K	2.98%	7
2023 Q3	$9.72M	Sell	45,749 -3,195	-7%	-$707K	2.88%	8
2023 Q2	$10.8M	Sell	48,944 -1,788	-4%	-$373K	3.17%	6
2023 Q1	$10.4M	Buy	+50,732	New	+$10.2M	3.41%	5