Walkner Condon Financial 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	$3.46M	Buy	10,786 +98	+0.9%	+$32.9K	0.46%	51
2025 Q4	$3.58M	Sell	10,688 -486	-4%	-$162K	0.5%	45
2025 Q3	$3.67M	Buy	11,174 +1	+0%	+$316	0.58%	41
2025 Q2	$3.4M	Buy	11,173 +3,427	+44%	+$964K	0.62%	37
2025 Q1	$2.13M	Buy	7,746 +960	+14%	+$279K	0.43%	60
2024 Q4	$1.97M	Sell	6,786 -123	-2%	-$35.9K	0.4%	59
2024 Q3	$1.96M	Buy	6,909 +6	+0.1%	+$1.64K	0.4%	58
2024 Q2	$1.85M	Buy	6,903 +178	+3%	+$46.1K	0.4%	61
2024 Q1	$1.75M	Sell	6,725 -85	-1%	-$21K	0.37%	67
2023 Q4	$1.62M	Sell	6,810 -362	-5%	-$80K	0.37%	68
2023 Q3	$1.52M	Buy	7,172 +2,532	+55%	+$560K	0.4%	64
2023 Q2	$1.02M	Buy	4,640 +1,455	+46%	+$303K	0.27%	83
2023 Q1	$650K	Buy	3,185 +22	+0.7%	+$4.4K	0.18%	108
2022 Q4	$605K	Buy	3,163 +124	+4%	+$23.9K	0.18%	107
2022 Q3	$545K	Buy	3,039 +499	+20%	+$99.5K	0.18%	109
2022 Q2	$479K	Buy	2,540 +443	+21%	+$91K	0.15%	123
2022 Q1	$478K	Sell	2,097 -152	-7%	-$34.2K	0.14%	135
2021 Q4	$543K	Buy	2,249 +147	+7%	+$34.7K	0.35%	66
2021 Q3	$466K	Buy	2,102 +137	+7%	+$31.2K	0.23%	88
2021 Q2	$438K	Sell	1,965 -118	-6%	-$25.6K	0.16%	108
2021 Q1	$431K	Buy	2,083 +645	+45%	+$131K	0.17%	107
2020 Q4	$280K	Buy	1,438 +210	+17%	+$38.4K	0.12%	111
2020 Q3	$209K	Buy	+1,228	New	+$207K	0.11%	118