Heritage Family Offices’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 Q2	$223K	Hold	817	–	–	0.11%	163
2025 Q1	$225K	Sell	817 -104	-11%	-$28.6K	0.11%	160
2024 Q4	$267K	Sell	921 -322	-26%	-$93.3K	0.13%	143
2024 Q3	$352K	Buy	1,243 +352	+40%	+$99.7K	0.18%	112
2024 Q2	$238K	Buy	+891	New	+$238K	0.13%	148