SC&H Financial Advisors’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	$4.2M	Sell	13,081 -52	-0.4%	-$17.4K	0.63%	23
2025 Q4	$4.4M	Buy	13,133 +1,261	+11%	+$419K	0.68%	22
2025 Q3	$3.9M	Sell	11,872 -473	-4%	-$149K	0.64%	23
2025 Q2	$3.75M	Buy	12,345 +754	+7%	+$212K	0.64%	23
2025 Q1	$3.19M	Sell	11,591 -99	-0.8%	-$28.8K	0.63%	25
2024 Q4	$3.39M	Buy	11,690 +1,358	+13%	+$396K	0.7%	25
2024 Q3	$2.93M	Buy	10,332 +105	+1%	+$28.6K	0.64%	25
2024 Q2	$2.74M	Buy	10,227 +279	+3%	+$72.2K	0.67%	23
2024 Q1	$2.59M	Buy	9,948 +28	+0.3%	+$6.93K	0.67%	25
2023 Q4	$2.35M	Buy	9,920 +1,932	+24%	+$427K	0.68%	25
2023 Q3	$1.7M	Buy	7,988 +171	+2%	+$37.9K	0.56%	29
2023 Q2	$1.72M	Sell	7,817 -123	-2%	-$25.7K	0.57%	30
2023 Q1	$1.62M	Sell	7,940 -18	-0.2%	-$3.6K	0.59%	30
2022 Q4	$1.52M	Buy	7,958 +42	+0.5%	+$8.09K	0.63%	32
2022 Q3	$1.42M	Buy	7,916 +1,413	+22%	+$282K	0.71%	32
2022 Q2	$1.23M	Sell	6,503 -490	-7%	-$101K	0.57%	39
2022 Q1	$1.59M	Buy	6,993 +4,929	+239%	+$1.11M	0.76%	28
2021 Q4	$498K	Buy	+2,064	New	+$487K	0.27%	84