Goodwin Investment Advisory’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
2025 Q3	–	Sell	-969	Closed	-$295K	–	29
2025 Q2	$295K	Hold	969	–	–	0.34%	18
2025 Q1	$266K	Sell	969 -41	-4%	-$11.9K	0.41%	22
2024 Q4	$293K	Hold	1,010	–	–	0.15%	34
2024 Q3	$286K	Hold	1,010	–	–	0.12%	30
2024 Q2	$270K	Hold	1,010	–	–	0.12%	30
2024 Q1	$262K	Sell	1,010 -412	-29%	-$102K	0.12%	29
2023 Q4	$337K	Sell	1,422 -38	-3%	-$8.4K	0.18%	29
2023 Q3	$310K	Hold	1,460	–	–	0.18%	34
2023 Q2	$322K	Sell	1,460 -2	-0.1%	-$417	0.19%	36
2023 Q1	$298K	Sell	1,462 -111	-7%	-$22.2K	0.19%	39
2022 Q4	$301K	Buy	1,573 +113	+8%	+$21.8K	0.21%	36
2022 Q3	$262K	Hold	1,460	–	–	0.2%	41
2022 Q2	$275K	Sell	1,460 -345	-19%	-$70.9K	0.21%	36
2022 Q1	$411K	Sell	1,805 -273	-13%	-$61.4K	0.28%	31
2021 Q4	$503K	Buy	2,078 +422	+25%	+$99.6K	0.38%	24
2021 Q3	$367K	Buy	1,656 +24	+1%	+$5.47K	0.36%	26
2021 Q2	$363K	Hold	1,632	–	–	0.4%	19
2021 Q1	$337K	Hold	1,632	–	–	0.4%	20
2020 Q4	$318K	Buy	+1,632	New	+$298K	0.39%	22