Vishria Bird Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$699K	Hold	2,299	–	–	0.23%	45
2025 Q1	$632K	Buy	2,299 +10	+0.4%	+$2.75K	0.21%	44
2024 Q4	$663K	Hold	2,289	–	–	0.23%	46
2024 Q3	$648K	Buy	2,289 +165	+8%	+$46.7K	0.25%	45
2024 Q2	$568K	Hold	2,124	–	–	0.24%	40
2024 Q1	$552K	Buy	2,124 +848	+66%	+$220K	0.24%	43
2023 Q4	$303K	Hold	1,276	–	–	0.14%	50
2023 Q3	$271K	Hold	1,276	–	–	0.15%	49
2023 Q2	$281K	Hold	1,276	–	–	0.17%	46
2023 Q1	$260K	Sell	1,276 -237	-16%	-$48.3K	0.17%	46
2022 Q4	$289K	Buy	1,513 +206	+16%	+$39.3K	0.2%	46
2022 Q3	$235K	Hold	1,307	–	–	0.16%	49
2022 Q2	$247K	Hold	1,307	–	–	0.16%	49
2022 Q1	$298K	Hold	1,307	–	–	0.16%	48
2021 Q4	$316K	Sell	1,307 -181	-12%	-$43.8K	0.15%	54
2021 Q3	$330K	Hold	1,488	–	–	0.17%	47
2021 Q2	$332K	Sell	1,488 -13	-0.9%	-$2.9K	0.16%	46
2021 Q1	$310K	Sell	1,501 -49	-3%	-$10.1K	0.17%	44
2020 Q4	$302K	Hold	1,550	–	–	0.17%	39
2020 Q3	$264K	Hold	1,550	–	–	0.17%	41
2020 Q2	$243K	Sell	1,550 -271	-15%	-$42.5K	0.19%	36
2020 Q1	$235K	Buy	1,821 +18	+1%	+$2.32K	0.25%	36
2019 Q4	$295K	Sell	1,803 -325	-15%	-$53.2K	0.29%	33
2019 Q3	$321K	Buy	2,128 +253	+13%	+$38.2K	0.37%	32
2019 Q2	$281K	Hold	1,875	–	–	0.28%	38
2019 Q1	$271K	Hold	1,875	–	–	0.27%	39
2018 Q4	$239K	Hold	1,875	–	–	0.26%	41
2018 Q3	$281K	Hold	1,875	–	–	0.24%	37
2018 Q2	$263K	Buy	+1,875	New	+$263K	0.24%	37