Retirement Income Solutions’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	$2.26M	Hold	7,032	–	–	0.39%	36
2025 Q4	$2.36M	Hold	7,032	–	–	0.4%	36
2025 Q3	$2.31M	Hold	7,032	–	–	0.39%	33
2025 Q2	$2.14M	Buy	7,032 +749	+12%	+$211K	0.39%	33
2025 Q1	$1.73M	Sell	6,283 -44	-0.7%	-$12.8K	0.36%	33
2024 Q4	$1.83M	Buy	6,327 +44	+0.7%	+$12.8K	0.37%	31
2024 Q3	$1.78M	Hold	6,283	–	–	0.41%	32
2024 Q2	$1.68M	Hold	6,283	–	–	0.41%	33
2024 Q1	$1.63M	Sell	6,283 -273	-4%	-$67.5K	0.37%	34
2023 Q4	$1.56M	Buy	6,556 +273	+4%	+$60.4K	0.39%	34
2023 Q3	$1.33M	Buy	6,283 +624	+11%	+$138K	0.37%	36
2023 Q2	$1.25M	Buy	5,659 +3,444	+155%	+$718K	0.33%	38
2023 Q1	$452K	Hold	2,215	–	–	0.13%	82
2022 Q4	$423K	Hold	2,215	–	–	0.13%	76
2022 Q3	$403K	Buy	+2,215	New	+$441K	0.14%	70
2022 Q1	–	Sell	-1,156	Closed	-$279K	–	123
2021 Q4	$279K	Hold	1,156	–	–	0.07%	97
2021 Q3	$257K	Hold	1,156	–	–	0.09%	87
2021 Q2	$258K	Hold	1,156	–	–	0.09%	88
2021 Q1	$239K	Hold	1,156	–	–	0.08%	88
2020 Q4	$225K	Buy	+1,156	New	+$211K	0.08%	86
2018 Q3	–	Sell	-1,480	Closed	-$208K	–	72
2018 Q2	$208K	Buy	1,480 +1	+0.1%	+$140	0.13%	64
2018 Q1	$201K	Sell	1,479 -117	-7%	-$16.4K	0.12%	63
2017 Q4	$219K	Buy	+1,596	New	+$214K	0.13%	67