Independent Order of Foresters’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	$68.6M	Hold	213,865	–	–	67.35%	1
2025 Q4	$71.7M	Hold	213,865	–	–	41.75%	2
2025 Q3	$70.2M	Hold	213,865	–	–	41.73%	2
2025 Q2	$65M	Hold	213,865	–	–	41.71%	2
2025 Q1	$58.8M	Hold	213,865	–	–	41.73%	2
2024 Q4	$62M	Sell	213,865 -29,437	-12%	-$8.59M	41.74%	2
2024 Q3	$68.9M	Hold	243,302	–	–	39.77%	2
2024 Q2	$65.1M	Buy	243,302 +1,060	+0.4%	+$274K	40.14%	2
2024 Q1	$63M	Sell	242,242 -17,594	-7%	-$4.35M	40.04%	1
2023 Q4	$61.6M	Hold	259,836	–	–	39.45%	1
2023 Q3	$55.2M	Hold	259,836	–	–	39.4%	1
2023 Q2	$57.2M	Hold	259,836	–	–	39.26%	1
2023 Q1	$53M	Hold	259,836	–	–	39.21%	1
2022 Q4	$49.7M	Hold	259,836	–	–	39.82%	1
2022 Q3	$46.6M	Hold	259,836	–	–	39.99%	1
2022 Q2	$49M	Sell	259,836 -39,832	-13%	-$8.18M	39.82%	1
2022 Q1	$68.2M	Hold	299,668	–	–	40.03%	1
2021 Q4	$72.4M	Hold	299,668	–	–	40.03%	1
2021 Q3	$66.5M	Buy	+299,668	New	+$68.3M	39.76%	1