Mount Yale Investment Advisors’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	$131K	Buy	+431	New	+$131K	0.01%	615
2023 Q1	–	Sell	-9,438	Closed	-$1.8M	–	532
2022 Q4	$1.8M	Buy	+9,438	New	+$1.8M	0.2%	109
2018 Q3	–	Sell	-233	Closed	-$33K	–	1002
2018 Q2	$33K	Buy	+233	New	+$33K	0.01%	708