Tiedemann Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$105M	Buy	494,534 +35,457	+8%	+$7.53M	4.5%	8
2023 Q2	$101M	Sell	459,077 -3,407	-0.7%	-$750K	4.3%	7
2023 Q1	$94.4M	Sell	462,484 -9,215	-2%	-$1.88M	4.29%	7
2022 Q4	$90.2M	Buy	471,699 +23,281	+5%	+$4.45M	4.32%	7
2022 Q3	$80.5M	Sell	448,418 -3,279	-0.7%	-$588K	4.88%	5
2022 Q2	$85.2M	Sell	451,697 -39,898	-8%	-$7.53M	6.41%	3
2022 Q1	$112M	Buy	491,595 +27,426	+6%	+$6.24M	5.69%	4
2021 Q4	$112M	Sell	464,169 -24,138	-5%	-$5.83M	5.46%	4
2021 Q3	$108M	Sell	488,307 -99,302	-17%	-$22.1M	5.78%	4
2021 Q2	$131M	Buy	587,609 +2,881	+0.5%	+$642K	5.25%	5
2021 Q1	$121M	Buy	584,728 +4,488	+0.8%	+$928K	5.29%	5
2020 Q4	$113M	Sell	580,240 -4,538	-0.8%	-$883K	5.47%	5
2020 Q3	$99.6M	Sell	584,778 -5,755	-1%	-$980K	4.81%	5
2020 Q2	$92.4M	Sell	590,533 -32,835	-5%	-$5.14M	4.91%	6
2020 Q1	$80.4M	Buy	623,368 +277,552	+80%	+$35.8M	5.2%	4
2019 Q4	$56.6M	Sell	345,816 -656	-0.2%	-$107K	2.71%	8
2019 Q3	$52.3M	Buy	346,472 +40	+0%	+$6.04K	2.51%	8
2019 Q2	$52M	Sell	346,432 -28	-0%	-$4.2K	2.6%	9
2019 Q1	$50.1M	Buy	346,460 +947	+0.3%	+$137K	2.36%	8
2018 Q4	$44.1M	Sell	345,513 -20,781	-6%	-$2.65M	2.25%	9
2018 Q3	$55.1M	Buy	366,294 +218,480	+148%	+$32.9M	3.26%	9
2018 Q2	$20.8M	Sell	147,814 -1,772	-1%	-$249K	1.33%	15
2018 Q1	$20.3M	Buy	149,586 +4,180	+3%	+$567K	1.39%	14
2017 Q4	$20M	Buy	145,406 +54,954	+61%	+$7.54M	1.53%	15
2017 Q3	$11.7M	Buy	90,452 +87,985	+3,566%	+$11.4M	1.05%	20
2017 Q2	$307K	Buy	+2,467	New	+$307K	0.02%	363