Sheets Smith Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Sheets Smith Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.8M	Buy	7,580 +108	+1%	+$38.6K	0.28%	80
2026 Q1	$2.4M	Buy	7,472 +3,661	+96%	+$1.23M	0.27%	85
2025 Q4	$1.28M	Buy	3,811 +686	+22%	+$228K	0.14%	150
2025 Q3	$1.03M	Sell	3,125 -34	-1%	-$10.7K	0.12%	172
2025 Q2	$960K	Sell	3,159 -118	-4%	-$33.2K	0.11%	176
2025 Q1	$901K	Sell	3,277 -22	-0.7%	-$6.39K	0.11%	171
2024 Q4	$956K	Sell	3,299 -2,860	-46%	-$834K	0.12%	167
2024 Q3	$1.74M	Buy	6,159 +263	+4%	+$71.7K	0.21%	109
2024 Q2	$1.58M	Buy	5,896 +653	+12%	+$169K	0.19%	119
2024 Q1	$1.36M	Buy	5,243 +58	+1%	+$14.3K	0.15%	136
2023 Q4	$1.23M	Sell	5,185 -153	-3%	-$33.8K	0.18%	119
2023 Q3	$1.13M	Buy	5,338 +109	+2%	+$24.1K	0.17%	124
2023 Q2	$1.15M	Buy	5,229 +3	+0.1%	+$626	0.17%	122
2023 Q1	$1.07M	Buy	5,226 +33	+0.6%	+$6.61K	0.16%	124
2022 Q4	$993K	Buy	5,193 +107	+2%	+$20.6K	0.16%	128
2022 Q3	$913K	Buy	5,086 +15	+0.3%	+$2.99K	0.15%	135
2022 Q2	$956K	Hold	5,071	–	–	0.16%	134
2022 Q1	$1.15M	Buy	5,071 +27	+0.5%	+$6.07K	0.16%	128
2021 Q4	$1.22M	Buy	5,044 +12	+0.2%	+$2.83K	0.15%	134
2021 Q3	$1.12M	Buy	5,032 +87	+2%	+$19.8K	0.15%	138
2021 Q2	$1.1M	Sell	4,945 -24	-0.5%	-$5.21K	0.15%	139
2021 Q1	$1.03M	Buy	4,969 +192	+4%	+$38.8K	0.15%	140
2020 Q4	$930K	Sell	4,777 -69	-1%	-$12.6K	0.14%	141
2020 Q3	$825K	Buy	4,846 +61	+1%	+$10.3K	0.14%	133
2020 Q2	$749K	Sell	4,785 -1,457	-23%	-$215K	0.15%	127
2020 Q1	$805K	Sell	6,242 -3,675	-37%	-$568K	0.17%	124
2019 Q4	$1.62M	Buy	9,917 +124	+1%	+$19.4K	0.31%	83
2019 Q3	$1.48M	Buy	9,793 +36	+0.4%	+$5.43K	0.3%	88
2019 Q2	$1.46M	Sell	9,757 -112	-1%	-$16.5K	0.3%	91
2019 Q1	$1.43M	Buy	9,869 +1,249	+14%	+$174K	0.31%	92
2018 Q4	$1.1M	Buy	8,620 +73	+0.9%	+$10.1K	0.3%	92
2018 Q3	$1.28M	Buy	8,547 +65	+0.8%	+$9.57K	0.26%	97
2018 Q2	$1.19M	Buy	8,482 +351	+4%	+$49K	0.28%	91
2018 Q1	$1.1M	Buy	8,131 +3,402	+72%	+$477K	0.27%	103
2017 Q4	$649K	Sell	4,729 -21	-0.4%	-$2.81K	0.15%	166
2017 Q3	$615K	Buy	4,750 +2	+0%	+$253	0.16%	165
2017 Q2	$591K	Buy	4,748 +1	+0%	+$123	0.16%	154
2017 Q1	$576K	Buy	4,747 +1	+0%	+$120	0.15%	170
2016 Q4	$547K	Sell	4,746 -37	-0.8%	-$4.16K	0.15%	178
2016 Q3	$532K	Sell	4,783 -20	-0.4%	-$2.22K	0.15%	174
2016 Q2	$515K	Buy	4,803 +2,164	+82%	+$229K	0.15%	172
2016 Q1	$277K	Sell	2,639 -2,069	-44%	-$205K	0.09%	193
2015 Q4	$491K	Sell	4,708 -2,582	-35%	-$272K	0.15%	157
2015 Q3	$720K	Sell	7,290 -13,746	-65%	-$1.44M	0.24%	114
2015 Q2	$2.25M	Sell	21,036 -65	-0.3%	-$7.09K	0.62%	44
2015 Q1	$2.26M	Buy	21,101 +1,280	+6%	+$137K	0.62%	47
2014 Q4	$2.1M	Buy	+19,821	New	+$2.05M	0.55%	55

Other funds holding VTI

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return