Integrated Investment Consultants’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	$529K	Buy	1,648 +8	+0.5%	+$2.68K	0.11%	118
2025 Q4	$550K	Sell	1,640 -1,211	-42%	-$403K	0.11%	126
2025 Q3	$936K	Sell	2,851 -34	-1%	-$10.7K	0.16%	91
2025 Q2	$877K	Sell	2,885 -168,182	-98%	-$47.3M	0.17%	94
2025 Q1	$521K	Buy	171,067 +579	+0.3%	+$168K	0.1%	147
2024 Q4	$372K	Buy	+170,488	New	+$49.7M	0.08%	202
2023 Q3	–	Sell	-6,362	Closed	-$1.4M	–	276
2023 Q2	$1.4M	Buy	6,362 +24	+0.4%	+$5.01K	0.44%	34
2023 Q1	$1.29M	Buy	6,338 +126	+2%	+$25.2K	0.41%	35
2022 Q4	$1.19M	Sell	6,212 -123	-2%	-$23.7K	0.4%	40
2022 Q3	$1.14M	Buy	6,335 +119	+2%	+$23.7K	0.45%	33
2022 Q2	$1.17M	Sell	6,216 -759	-11%	-$156K	0.42%	38
2022 Q1	$1.59M	Buy	6,975 +1,107	+19%	+$249K	0.43%	34
2021 Q4	$1.42M	Buy	5,868 +16	+0.3%	+$3.78K	0.38%	39
2021 Q3	$1.3M	Buy	5,852 +337	+6%	+$76.8K	0.38%	40
2021 Q2	$1.23M	Sell	5,515 -51	-0.9%	-$11.1K	0.36%	42
2021 Q1	$1.15M	Buy	5,566 +4,501	+423%	+$911K	0.4%	38
2020 Q4	$207K	Buy	+1,065	New	+$195K	0.08%	226
2018 Q2	–	Sell	-557	Closed	-$76K	–	689
2018 Q1	$76K	Buy	+557	New	+$78.1K	0.03%	369
2017 Q3	$72K	Hold	557	–	–	0.03%	347
2017 Q2	$69K	Hold	557	–	–	0.03%	357
2017 Q1	$68K	Hold	557	–	–	0.03%	355
2016 Q4	$64K	Hold	557	–	–	0.03%	347
2016 Q3	$61K	Hold	557	–	–	0.03%	368
2016 Q2	$60K	Hold	557	–	–	0.03%	374
2016 Q1	$58K	Buy	+557	New	+$55.2K	0.03%	336