Gries Financial’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	$5.3M	Sell	16,162 -17	-0.1%	-$5.37K	0.84%	20
2025 Q2	$4.92M	Buy	16,179 +579	+4%	+$163K	0.89%	17
2025 Q1	$4.29M	Sell	15,600 -79	-0.5%	-$23K	0.83%	20
2024 Q4	$4.54M	Buy	15,679 +24	+0.2%	+$7K	0.81%	22
2024 Q3	$4.43M	Buy	15,655 +698	+5%	+$190K	0.83%	21
2024 Q2	$4M	Sell	14,957 -61	-0.4%	-$15.8K	0.82%	18
2024 Q1	$3.9M	Buy	15,018 +75	+0.5%	+$18.6K	0.65%	33
2023 Q4	$3.54M	Buy	14,943 +1,103	+8%	+$244K	0.78%	21
2023 Q3	$2.94M	Buy	13,840 +2,030	+17%	+$449K	0.79%	25
2023 Q2	$2.6M	Sell	11,810 -247	-2%	-$51.5K	0.72%	30
2023 Q1	$2.46M	Buy	12,057 +32	+0.3%	+$6.41K	0.73%	34
2022 Q4	$2.3M	Sell	12,025 -48	-0.4%	-$9.25K	0.76%	47
2022 Q3	$2.17M	Buy	12,073 +17	+0.1%	+$3.39K	0.92%	25
2022 Q2	$2.27M	Buy	12,056 +9	+0.1%	+$1.85K	1.08%	22
2022 Q1	$2.74M	Buy	12,047 +207	+2%	+$46.6K	1.01%	20
2021 Q4	$2.86M	Sell	11,840 -120	-1%	-$28.3K	1.17%	18
2021 Q3	$2.66M	Buy	+11,960	New	+$2.73M	0.83%	30