WealthOne’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
2023 Q3	$3.14M	Sell	14,806 -257	-2%	-$56.9K	1.27%	17
2023 Q2	$3.32M	Buy	15,063 +82	+0.5%	+$17.1K	1.22%	18
2023 Q1	$3.06M	Buy	14,981 +322	+2%	+$64.5K	1.19%	17
2022 Q4	$2.8M	Buy	14,659 +127	+0.9%	+$24.5K	1.14%	18
2022 Q3	$2.61M	Sell	14,532 -654	-4%	-$130K	1.13%	18
2022 Q2	$2.86M	Buy	15,186 +204	+1%	+$41.9K	1.17%	18
2022 Q1	$3.41M	Buy	14,982 +37	+0.2%	+$8.32K	1.2%	18
2021 Q4	$3.61M	Sell	14,945 -503	-3%	-$119K	1.25%	17
2021 Q3	$3.43M	Buy	15,448 +587	+4%	+$134K	1.29%	16
2021 Q2	$3.31M	Buy	14,861 +394	+3%	+$85.5K	1.29%	16
2021 Q1	$2.99M	Buy	14,467 +443	+3%	+$89.6K	1.29%	16
2020 Q4	$2.73M	Buy	14,024 +1,801	+15%	+$329K	1.32%	15
2020 Q3	$2.08M	Buy	12,223 +1,295	+12%	+$218K	1.17%	17
2020 Q2	$1.71M	Sell	10,928 -487	-4%	-$71.8K	1.05%	18
2020 Q1	$1.47M	Sell	11,415 -161	-1%	-$24.9K	1.13%	14
2019 Q4	$1.89M	Buy	11,576 +331	+3%	+$51.9K	1.18%	14
2019 Q3	$1.7M	Buy	11,245 +204	+2%	+$30.8K	1.21%	14
2019 Q2	$1.66M	Buy	11,041 +10,901	+7,786%	+$1.61M	1.17%	16
2019 Q1	$1.49M	Sell	140 -9,673	-99%	-$1.35M	1.68%	9
2018 Q4	$1.25M	Buy	+9,813	New	+$1.35M	1.1%	17