MYCIO Wealth 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	$320K	Buy	997 +632	+173%	+$212K	0.06%	39
2025 Q4	$122K	Buy	+365	New	+$121K	0.03%	44
2020 Q1	–	Sell	-32,608	Closed	-$5.33M	–	392
2019 Q4	$5.33M	Buy	32,608 +30,922	+1,834%	+$4.84M	0.35%	45
2019 Q3	$255K	Buy	1,686 +7	+0.4%	+$1.05K	0.02%	268
2019 Q2	$252K	Buy	1,679 +1	+0.1%	+$147	0.02%	268
2019 Q1	$243K	Sell	1,678 -391	-19%	-$54.6K	0.02%	251
2018 Q4	$264K	Buy	2,069 +14	+0.7%	+$1.93K	0.02%	225
2018 Q3	$307K	Sell	2,055 -5,293	-72%	-$779K	0.03%	212
2018 Q2	$1.03M	Buy	7,348 +4,831	+192%	+$674K	0.11%	90
2018 Q1	$342K	Sell	2,517 -925	-27%	-$130K	0.04%	168
2017 Q4	$475K	Buy	3,442 +283	+9%	+$37.9K	0.05%	142
2017 Q3	$410K	Buy	3,159 +779	+33%	+$98.7K	0.05%	156
2017 Q2	$296K	Buy	+2,380	New	+$293K	0.03%	179
2016 Q4	–	Sell	-281	Closed	-$31K	–	653
2016 Q3	$31K	Buy	281 +2	+0.7%	+$222	0.01%	418
2016 Q2	$30K	Buy	279 +1	+0.4%	+$106	0.01%	406
2016 Q1	$29K	Buy	278 +1	+0.4%	+$99	0.01%	389
2015 Q4	$29K	Buy	277 +3	+1%	+$316	0.01%	362
2015 Q3	$27K	Buy	274 +1	+0.4%	+$105	0.01%	390
2015 Q2	$29K	Sell	273 -512	-65%	-$55.9K	0.01%	378
2015 Q1	$84K	Sell	785 -200	-20%	-$21.4K	0.02%	229
2014 Q4	$104K	Buy	985 +271	+38%	+$28K	0.02%	193
2014 Q3	$72K	Sell	714 -400	-36%	-$40.9K	0.02%	222
2014 Q2	$113K	Hold	1,114	–	–	0.03%	183
2014 Q1	$109K	Buy	1,114 +600	+117%	+$57.4K	0.03%	179
2013 Q4	$49K	Hold	514	–	–	0.01%	249
2013 Q3	$45K	Hold	514	–	–	0.01%	244
2013 Q2	$42K	Buy	+514	New	+$42.6K	0.01%	243