Norris Financial 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
2026 Q1	$10.8M	Buy	33,713 +4,293	+15%	+$1.44M	3.53%	5
2025 Q4	$9.86M	Buy	29,420 +5,150	+21%	+$1.71M	3.35%	6
2025 Q3	$7.96M	Buy	24,270 +4,539	+23%	+$1.43M	2.91%	7
2025 Q2	$6M	Buy	19,731 +6,241	+46%	+$1.76M	2.46%	10
2025 Q1	$3.71M	Sell	13,490 -8,920	-40%	-$2.59M	1.73%	14
2024 Q4	$6.49M	Buy	22,410 +1,193	+6%	+$348K	3.05%	8
2024 Q3	$6.01M	Buy	21,217 +367	+2%	+$100K	2.96%	9
2024 Q2	$5.58M	Buy	20,850 +2,741	+15%	+$709K	2.9%	6
2024 Q1	$4.71M	Buy	18,109 +5,271	+41%	+$1.3M	2.58%	8
2023 Q4	$3.05M	Buy	12,838 +3,488	+37%	+$771K	1.85%	14
2023 Q3	$1.99M	Buy	+9,350	New	+$2.07M	1.38%	21