Harvest Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,315	Closed	-$671K	–	55
2024 Q4	$671K	Buy	2,315 +20	+0.9%	+$5.8K	0.46%	51
2024 Q3	$650K	Hold	2,295	–	–	0.44%	52
2024 Q2	$614K	Buy	+2,295	New	+$614K	0.45%	52