Meridian Financial Partners’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	$984K	Buy	3,023 +407	+16%	+$137K	0.37%	56
2025 Q4	$887K	Buy	2,616 +297	+13%	+$98.8K	0.35%	55
2025 Q3	$769K	Buy	2,319 +159	+7%	+$50.2K	0.32%	59
2025 Q2	$656K	Sell	2,160 -323	-13%	-$90.8K	0.31%	61
2025 Q1	$682K	Sell	2,483 -70	-3%	-$20.3K	0.35%	58
2024 Q4	$740K	Sell	2,553 -203	-7%	-$59.2K	0.39%	54
2024 Q3	$780K	Sell	2,756 -7	-0.3%	-$1.91K	0.39%	59
2024 Q2	$754K	Buy	+2,763	New	+$715K	0.45%	51
2023 Q3	–	Sell	-2,617	Closed	-$590K	–	90
2023 Q2	$590K	Buy	+2,617	New	+$546K	0.35%	55
2022 Q3	–	Sell	-4,337	Closed	-$871K	–	86
2022 Q2	$871K	Buy	+4,337	New	+$891K	0.59%	45
2022 Q1	–	Sell	-4,357	Closed	-$994K	–	84
2021 Q4	$994K	Buy	4,357 +1	+0%	+$236	0.67%	36
2021 Q3	$983K	Hold	4,356	–	–	0.66%	34
2021 Q2	$971K	Hold	4,356	–	–	0.66%	34
2021 Q1	$931K	Hold	4,356	–	–	0.7%	32
2020 Q4	$877K	Buy	4,356 +105	+2%	+$19.2K	0.68%	29
2020 Q3	$738K	Buy	4,251 +19	+0.4%	+$3.2K	0.62%	30
2020 Q2	$683K	Hold	4,232	–	–	0.62%	32
2020 Q1	$606K	Buy	4,232 +210	+5%	+$32.5K	0.65%	25
2019 Q4	$663K	Hold	4,022	–	–	0.66%	26
2019 Q3	$590K	Buy	+4,022	New	+$606K	0.66%	26