Levy Wealth Management 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
2024 Q2	$75.6M	Buy	282,681 +8,145	+3%	+$2.11M	19.36%	1
2024 Q1	$65.1M	Hold	274,536	–	–	18.27%	1
2023 Q4	$65.1M	Buy	274,536 +2,908	+1%	+$643K	18.27%	1
2023 Q3	$57.7M	Buy	271,628 +1,197	+0.4%	+$265K	17.89%	1
2023 Q2	$59.6M	Buy	270,431 +6,529	+2%	+$1.36M	17.64%	1
2023 Q1	$53.9M	Buy	263,902 +5,804	+2%	+$1.16M	16.59%	2
2022 Q4	$49.3M	Buy	258,098 +19,169	+8%	+$3.69M	16.51%	2
2022 Q3	$42.9M	Buy	238,929 +6,920	+3%	+$1.38M	18.47%	2
2022 Q2	$43.8M	Buy	232,009 +4,031	+2%	+$828K	20.02%	2
2022 Q1	$51.9M	Buy	227,978 +3,667	+2%	+$825K	21.55%	1
2021 Q4	$54.2M	Buy	224,311 +9,232	+4%	+$2.18M	24.59%	1
2021 Q3	$47.8M	Buy	215,079 +8,314	+4%	+$1.9M	26.21%	1
2021 Q2	$46.1M	Buy	206,765 +12,273	+6%	+$2.66M	26.49%	1
2021 Q1	$40.2M	Buy	194,492 +21,858	+13%	+$4.42M	26.43%	1
2020 Q4	$33.6M	Buy	+172,634	New	+$31.6M	23.83%	1