TRUE Private Wealth 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	$203K	Sell	631 -50	-7%	-$16.8K	0.02%	253
2025 Q4	$228K	Buy	+681	New	+$227K	0.02%	239
2024 Q3	–	Sell	-998	Closed	-$267K	–	281
2024 Q2	$267K	Sell	998 -56	-5%	-$14.5K	0.03%	237
2024 Q1	$274K	Buy	1,054 +77	+8%	+$19.1K	0.03%	244
2023 Q4	$232K	Buy	977 +4	+0.4%	+$884	0.03%	255
2023 Q3	$207K	Buy	+973	New	+$215K	0.03%	249
2021 Q1	–	Sell	-224	Closed	-$43K	–	690
2020 Q4	$43K	Hold	224	–	–	0.01%	363
2020 Q3	$38K	Hold	224	–	–	0.01%	359
2020 Q2	$35K	Sell	224 -1	-0.4%	-$147	0.01%	356
2020 Q1	$29K	Sell	225 -992	-82%	-$153K	0.01%	341
2019 Q4	$199K	Buy	+1,217	New	+$191K	0.03%	217
2019 Q3	–	Sell	-1,083	Closed	-$162K	–	700
2019 Q2	$162K	Buy	+1,083	New	+$159K	0.03%	219
2019 Q1	–	Sell	-4,070	Closed	-$519K	–	246
2018 Q4	$519K	Sell	4,070 -697	-15%	-$96.2K	0.09%	136
2018 Q3	$717K	Sell	4,767 -9	-0.2%	-$1.32K	0.1%	137
2018 Q2	$670K	Buy	4,776 +689	+17%	+$96.1K	0.11%	126
2018 Q1	$554K	Buy	4,087 +47	+1%	+$6.59K	0.1%	123
2017 Q4	$554K	Buy	+4,040	New	+$541K	0.1%	118