Valley Wealth Managers’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	$35.3K	Hold	110	–	–	﹤0.01%	226
2025 Q4	$36.9K	Hold	110	–	–	﹤0.01%	231
2025 Q3	$36.1K	Hold	110	–	–	﹤0.01%	220
2025 Q2	$33.4K	Hold	110	–	–	﹤0.01%	214
2025 Q1	$30.2K	Hold	110	–	–	﹤0.01%	226
2024 Q4	$31.9K	Hold	110	–	–	﹤0.01%	236
2024 Q3	$31.1K	Hold	110	–	–	﹤0.01%	239
2024 Q2	$29.4K	Hold	110	–	–	﹤0.01%	243
2024 Q1	$28.6K	Sell	110 -35	-24%	-$8.66K	﹤0.01%	232
2023 Q4	$34.4K	Hold	145	–	–	﹤0.01%	229
2023 Q3	$30.8K	Sell	145 -175	-55%	-$38.7K	﹤0.01%	239
2023 Q2	$70.5K	Hold	320	–	–	0.01%	194
2023 Q1	$65.3K	Sell	320 -20	-6%	-$4K	0.01%	207
2022 Q4	$65K	Hold	340	–	–	0.01%	212
2022 Q3	$61K	Hold	340	–	–	0.01%	226
2022 Q2	$64K	Buy	+340	New	+$69.9K	0.01%	234
2017 Q2	–	Sell	-110	Closed	-$13K	–	176
2017 Q1	$13K	Hold	110	–	–	﹤0.01%	169
2016 Q4	$13K	Buy	+110	New	+$12.4K	﹤0.01%	170