John G. Ullman & Associates’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	$412K	Buy	1,354 +173	+15%	+$52.6K	0.06%	129
2025 Q1	$325K	Sell	1,181 -106	-8%	-$29.1K	0.05%	146
2024 Q4	$373K	Sell	1,287 -301	-19%	-$87.2K	0.05%	139
2024 Q3	$450K	Hold	1,588	–	–	0.06%	137
2024 Q2	$425K	Buy	+1,588	New	+$425K	0.06%	143