HB Wealth Management’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	$2.66B	Buy	8,726,405 +78,244	+0.9%	+$26.3M	17.23%	1
2025 Q4	$2.76B	Buy	8,648,161 +96,255	+1%	+$32M	17.85%	1
2025 Q3	$2.68B	Buy	8,551,906 +784,397	+10%	+$248M	18.15%	1
2025 Q2	$2.36B	Sell	7,767,509 -690,926	-8%	-$194M	18.76%	1
2025 Q1	$2.22B	Buy	8,458,435 +584,628	+7%	+$170M	18.63%	1
2024 Q4	$2.18B	Buy	7,873,807 +39,815	+0.5%	+$11.6M	22.27%	1
2024 Q3	$2.12B	Buy	7,833,992 +115,543	+1%	+$31.5M	22.72%	1
2024 Q2	$1.98B	Buy	7,718,449 +252,733	+3%	+$65.4M	23.11%	1
2024 Q1	$1.87B	Buy	7,465,716 +294,495	+4%	+$72.9M	23.49%	1
2023 Q4	$1.64B	Buy	7,171,221 +22,106	+0.3%	+$4.89M	23.62%	1
2023 Q3	$1.47B	Buy	7,149,115 +95,915	+1%	+$21.2M	23.66%	1
2023 Q2	$1.5B	Sell	7,053,200 -61,853	-0.9%	-$12.9M	23.99%	1
2023 Q1	$1.37B	Buy	7,115,053 +264,041	+4%	+$52.9M	23.83%	1
2022 Q4	$1.27B	Buy	6,851,012 +211,943	+3%	+$40.8M	23.15%	1
2022 Q3	$1.19B	Sell	6,639,069 -350,847	-5%	-$69.9M	25.34%	1
2022 Q2	$1.32B	Buy	6,989,916 +145,560	+2%	+$29.9M	27.04%	1
2022 Q1	$1.56B	Buy	6,844,356 +690,398	+11%	+$155M	28.89%	1
2021 Q4	$1.49B	Buy	+6,153,958	New	+$1.45B	29.89%	1