HCR Wealth Advisors’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 Q2	$2.74M	Buy	7,410 +201	+3%	+$71.9K	0.25%	64
2026 Q1	$2.31M	Buy	7,209 +47	+0.7%	+$15.8K	0.24%	66
2025 Q4	$2.4M	Sell	7,162 -481	-6%	-$160K	0.24%	68
2025 Q3	$2.52M	Buy	7,643 +715	+10%	+$226K	0.26%	60
2025 Q2	$2.11M	Buy	6,928 +206	+3%	+$57.9K	0.25%	66
2025 Q1	$1.85M	Buy	6,722 +328	+5%	+$95.3K	0.24%	64
2024 Q4	$1.85M	Buy	6,394 +204	+3%	+$59.5K	0.23%	68
2024 Q3	$1.75M	Buy	6,190 +3,098	+100%	+$845K	0.23%	68
2024 Q2	$827K	Sell	3,092 -272	-8%	-$70.4K	0.12%	107
2024 Q1	$874K	Sell	3,364 -55	-2%	-$13.6K	0.13%	104
2023 Q4	$811K	Buy	3,419 +1,194	+54%	+$264K	0.13%	99
2023 Q3	$473K	Sell	2,225 -204	-8%	-$45.2K	0.1%	105
2023 Q2	$535K	Sell	2,429 -543	-18%	-$113K	0.1%	109
2023 Q1	$607K	Buy	2,972 +401	+16%	+$80.3K	0.12%	107
2022 Q4	$491K	Sell	2,571 -25	-1%	-$4.82K	0.1%	111
2022 Q3	$466K	Buy	2,596 +72	+3%	+$14.3K	0.1%	110
2022 Q2	$476K	Sell	2,524 -33	-1%	-$6.78K	0.1%	114
2022 Q1	$582K	Buy	2,557 +21	+0.8%	+$4.72K	0.1%	115
2021 Q4	$612K	Hold	2,536	–	–	0.09%	123
2021 Q3	$563K	Sell	2,536 -25	-1%	-$5.7K	0.09%	125
2021 Q2	$571K	Sell	2,561 -373	-13%	-$81K	0.1%	121
2021 Q1	$606K	Buy	2,934 +276	+10%	+$55.8K	0.12%	117
2020 Q4	$517K	Sell	2,658 -254	-9%	-$46.4K	0.11%	115
2020 Q3	$496K	Sell	2,912 -108	-4%	-$18.2K	0.11%	106
2020 Q2	$475K	Buy	3,020 +70	+2%	+$10.3K	0.11%	99
2020 Q1	$380K	Buy	2,950 +286	+11%	+$44.2K	0.11%	103
2019 Q4	$436K	Buy	2,664 +856	+47%	+$134K	0.11%	108
2019 Q3	$273K	Buy	+1,808	New	+$273K	0.09%	128

Other funds holding VTI