Ulland Investment 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	$96K	Hold	298	–	–	0.08%	92
2025 Q4	$100K	Sell	298 -17	-5%	-$5.66K	0.08%	91
2025 Q3	$103K	Buy	315 +17	+6%	+$5.37K	0.08%	88
2025 Q2	$91K	Hold	298	–	–	0.07%	89
2025 Q1	$82K	Hold	298	–	–	0.07%	93
2024 Q4	$86K	Sell	298 -37	-11%	-$10.8K	0.05%	90
2024 Q3	$95K	Hold	335	–	–	0.07%	82
2024 Q2	$90K	Hold	335	–	–	0.06%	93
2024 Q1	$87K	Hold	335	–	–	0.07%	92
2023 Q4	$79K	Sell	335 -25	-7%	-$5.53K	0.08%	86
2023 Q3	$76K	Sell	360 -15	-4%	-$3.32K	0.08%	84
2023 Q2	$83K	Sell	375 -100	-21%	-$20.9K	0.09%	84
2023 Q1	$97K	Hold	475	–	–	0.11%	70
2022 Q4	$91K	Buy	475 +15	+3%	+$2.89K	0.11%	71
2022 Q3	$83K	Hold	460	–	–	0.09%	71
2022 Q2	$87K	Hold	460	–	–	0.09%	72
2022 Q1	$105K	Sell	460 -1,080	-70%	-$243K	0.08%	77
2021 Q4	$372K	Buy	+1,540	New	+$364K	0.24%	55