Melfa Wealth Management’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	$10.7M	Buy	33,417 +653	+2%	+$219K	6.16%	2
2025 Q4	$11M	Buy	32,764 +2,729	+9%	+$908K	6.33%	2
2025 Q3	$9.86M	Buy	30,035 +1,601	+6%	+$506K	5.78%	2
2025 Q2	$8.64M	Buy	28,434 +14,133	+99%	+$3.98M	5.46%	2
2025 Q1	$3.93M	Buy	14,301 +5,379	+60%	+$1.56M	2.65%	6
2024 Q4	$2.59M	Buy	8,922 +5,016	+128%	+$1.46M	1.73%	11
2024 Q3	$1.11M	Buy	3,906 +516	+15%	+$141K	0.73%	35
2024 Q2	$907K	Sell	3,390 -69	-2%	-$17.9K	0.63%	43
2024 Q1	$899K	Buy	3,459 +519	+18%	+$128K	0.65%	41
2023 Q4	$698K	Buy	2,940 +2	+0.1%	+$442	0.66%	42
2023 Q3	$624K	Sell	2,938 -138	-4%	-$30.5K	0.68%	41
2023 Q2	$678K	Sell	3,076 -1,376	-31%	-$287K	0.69%	39
2023 Q1	$909K	Buy	4,452 +27	+0.6%	+$5.41K	0.91%	27
2022 Q4	$846K	Buy	+4,425	New	+$853K	0.88%	29