Wells 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
2025 Q3	–	Sell	-112	Closed	-$34K	–	76
2025 Q2	$34K	Hold	112	–	–	0.05%	63
2025 Q1	$30.8K	Hold	112	–	–	0.04%	63
2024 Q4	$32.5K	Hold	112	–	–	0.04%	65
2024 Q3	$31.8K	Hold	112	–	–	0.04%	63
2024 Q2	$30K	Hold	112	–	–	0.02%	71
2024 Q1	$29.1K	Hold	112	–	–	0.02%	60
2023 Q4	$26.6K	Hold	112	–	–	0.02%	57
2023 Q3	$23.8K	Hold	112	–	–	0.02%	57
2023 Q2	$24.7K	Hold	112	–	–	0.02%	57
2023 Q1	$22.9K	Hold	112	–	–	0.02%	56
2022 Q4	$21.4K	Hold	112	–	–	0.02%	55
2022 Q3	$20K	Hold	112	–	–	0.02%	58
2022 Q2	$21K	Hold	112	–	–	0.02%	50
2022 Q1	$25K	Hold	112	–	–	0.02%	51
2021 Q4	$27K	Hold	112	–	–	0.02%	57
2021 Q3	$25K	Hold	112	–	–	0.02%	56
2021 Q2	$25K	Hold	112	–	–	0.02%	57
2021 Q1	$23K	Hold	112	–	–	0.02%	55
2020 Q4	$22K	Buy	+112	New	+$20.5K	0.02%	53