HBC Financial Services’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
2024 Q4	$2.41M	Sell	8,309 -1,081	-12%	-$315K	1.48%	9
2024 Q3	$2.69M	Buy	9,390 +51	+0.5%	+$13.9K	1.63%	8
2024 Q2	$2.52M	Hold	9,339	–	–	1.6%	8
2024 Q1	$2.31M	Sell	9,339 -357	-4%	-$88.3K	1.57%	8
2023 Q4	$2.3M	Sell	9,696 -294	-3%	-$65K	1.56%	8
2023 Q3	$2.12M	Sell	9,990 -73	-0.7%	-$16.2K	1.59%	8
2023 Q2	$2.28M	Hold	10,063	–	–	1.62%	8
2023 Q1	$2.07M	Buy	10,063 +593	+6%	+$119K	1.55%	8
2022 Q4	$1.82M	Buy	9,470 +9,112	+2,545%	+$1.76M	1.45%	8
2022 Q3	$28K	Sell	358 -9,435	-96%	-$1.88M	0.02%	71
2022 Q2	$1.91M	Buy	9,793 +398	+4%	+$81.8K	1.48%	8
2022 Q1	$1.97M	Sell	9,395 -295	-3%	-$66.3K	1.42%	9
2021 Q4	$2.34M	Sell	9,690 -454	-4%	-$107K	1.48%	8
2021 Q3	$2.3M	Buy	10,144 +159	+2%	+$36.3K	1.53%	8
2021 Q2	$2.19M	Buy	9,985 +347	+4%	+$75.3K	1.48%	9
2021 Q1	$2.09M	Sell	9,638 -93	-1%	-$18.8K	1.44%	8
2020 Q4	$1.93M	Buy	9,731 +313	+3%	+$57.2K	1.5%	8
2020 Q3	$1.71M	Sell	9,418 -30	-0.3%	-$5.05K	1.44%	9
2020 Q2	$1.54M	Buy	9,448 +557	+6%	+$82.1K	1.39%	9
2020 Q1	$1.09M	Sell	8,891 -654	-7%	-$101K	1.24%	10
2019 Q4	$1.57M	Buy	+9,545	New	+$1.5M	1.36%	9