Wealthstreet 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
2021 Q3	–	Sell	-4,318	Closed	-$962K	–	95
2021 Q2	$962K	Sell	4,318 -9,193	-68%	-$2M	4.99%	4
2021 Q1	$2.79M	Sell	13,511 -50	-0.4%	-$10.1K	0.27%	89
2020 Q4	$2.64M	Buy	13,561 +450	+3%	+$82.3K	0.27%	84
2020 Q3	$2.23M	Sell	13,111 -50	-0.4%	-$8.41K	0.25%	96
2020 Q2	$2.06M	Sell	13,161 -210	-2%	-$31K	0.25%	92
2020 Q1	$1.72M	Sell	13,371 -618	-4%	-$95.6K	0.25%	93
2019 Q4	$2.29M	Hold	13,989	–	–	0.27%	90
2019 Q3	$2.16M	Sell	13,989 -25	-0.2%	-$3.77K	0.28%	85
2019 Q2	$2.1M	Buy	14,014 +1,164	+9%	+$171K	0.27%	91
2019 Q1	$1.86M	Buy	12,850 +6,045	+89%	+$843K	0.25%	102
2018 Q4	$922K	Buy	6,805 +1,463	+27%	+$202K	0.13%	143
2018 Q3	$799K	Sell	5,342 -235	-4%	-$34.6K	0.1%	185
2018 Q2	$783K	Buy	5,577 +190	+4%	+$26.5K	0.1%	181
2018 Q1	$731K	Buy	5,387 +687	+15%	+$96.3K	0.09%	188
2017 Q4	$645K	Buy	+4,700	New	+$629K	0.08%	200