Palumbo 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	$697K	Sell	2,173 -34	-2%	-$11.4K	0.17%	93
2025 Q4	$740K	Buy	+2,207	New	+$734K	0.18%	91
2025 Q3	–	Sell	-2,280	Closed	-$693K	–	223
2025 Q2	$693K	Sell	2,280 -35	-2%	-$9.84K	0.21%	78
2025 Q1	$636K	Buy	2,315 +43	+2%	+$12.5K	0.21%	75
2024 Q4	$659K	Buy	2,272 +7	+0.3%	+$2.04K	0.25%	71
2024 Q3	$641K	Buy	2,265 +14	+0.6%	+$3.82K	0.25%	73
2024 Q2	$602K	Sell	2,251 -61	-3%	-$15.8K	0.25%	70
2024 Q1	$601K	Buy	2,312 +80	+4%	+$19.8K	0.27%	69
2023 Q4	$529K	Buy	2,232 +39	+2%	+$8.62K	0.27%	71
2023 Q3	$466K	Buy	2,193 +9	+0.4%	+$1.99K	0.26%	69
2023 Q2	$481K	Buy	2,184 +8	+0.4%	+$1.67K	0.29%	61
2023 Q1	$444K	Sell	2,176 -4	-0.2%	-$801	0.3%	61
2022 Q4	$417K	Buy	2,180 +10	+0.5%	+$1.93K	0.33%	58
2022 Q3	$389K	Buy	2,170 +9	+0.4%	+$1.79K	0.33%	58
2022 Q2	$408K	Buy	2,161 +766	+55%	+$157K	0.32%	59
2022 Q1	$318K	Buy	1,395 +4	+0.3%	+$900	0.2%	72
2021 Q4	$336K	Buy	1,391 +5	+0.4%	+$1.18K	0.21%	74
2021 Q3	$308K	Buy	1,386 +4	+0.3%	+$912	0.2%	78
2021 Q2	$308K	Sell	1,382 -36	-3%	-$7.81K	0.21%	80
2021 Q1	$293K	Buy	1,418 +4	+0.3%	+$809	0.22%	81
2020 Q4	$275K	Buy	+1,414	New	+$258K	0.22%	76