Heirloom Wealth Management’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
2024 Q2	–	Sell	-895	Closed	-$233K	–	50
2024 Q1	$233K	Sell	895 -442	-33%	-$115K	0.08%	46
2023 Q4	$317K	Buy	1,337 +17	+1%	+$4.03K	0.12%	44
2023 Q3	$280K	Buy	1,320 +51	+4%	+$10.8K	0.12%	46
2023 Q2	$280K	Buy	+1,269	New	+$280K	0.12%	46