Investment Research & Advisory Group’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	$121K	Hold	376	–	–	0.04%	89
2025 Q4	$126K	Buy	376 +362	+2,586%	+$120K	0.04%	85
2025 Q3	$4.61K	Hold	14	–	–	﹤0.01%	209
2025 Q2	$4.25K	Hold	14	–	–	﹤0.01%	200
2025 Q1	$3.85K	Hold	14	–	–	﹤0.01%	200
2024 Q4	$4.06K	Hold	14	–	–	﹤0.01%	175
2024 Q3	$3.96K	Hold	14	–	–	﹤0.01%	174
2024 Q2	$3.75K	Hold	14	–	–	﹤0.01%	174
2024 Q1	$3.64K	Hold	14	–	–	﹤0.01%	177
2023 Q4	$3.32K	Hold	14	–	–	﹤0.01%	177
2023 Q3	$2.97K	Hold	14	–	–	﹤0.01%	182
2023 Q2	$3.08K	Hold	14	–	–	﹤0.01%	190
2023 Q1	$2.86K	Hold	14	–	–	﹤0.01%	168
2022 Q4	$2.68K	Hold	14	–	–	﹤0.01%	168
2022 Q3	$3K	Hold	14	–	–	﹤0.01%	168
2022 Q2	$3K	Sell	14 -1,451	-99%	-$298K	﹤0.01%	170
2022 Q1	$334K	Buy	1,465 +669	+84%	+$150K	0.21%	54
2021 Q4	$192K	Hold	796	–	–	0.12%	62
2021 Q3	$178K	Hold	796	–	–	0.12%	65
2021 Q2	$177K	Hold	796	–	–	0.12%	67
2021 Q1	$165K	Hold	796	–	–	0.12%	61
2020 Q4	$155K	Hold	796	–	–	0.12%	64
2020 Q3	$136K	Hold	796	–	–	0.11%	64
2020 Q2	$124K	Buy	796 +14	+2%	+$2.06K	0.11%	62
2020 Q1	$101K	Hold	782	–	–	0.09%	59
2019 Q4	$128K	Buy	+782	New	+$123K	0.12%	61