Whitegate Investment Counselors’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
2022 Q2	–	Sell	-1,214	Closed	-$276K	–	65
2022 Q1	$276K	Buy	1,214 +283	+30%	+$64.3K	0.09%	52
2021 Q4	$225K	Sell	931 -627	-40%	-$152K	0.07%	58
2021 Q3	$346K	Buy	1,558 +57	+4%	+$12.7K	0.05%	187
2021 Q2	$334K	Buy	+1,501	New	+$334K	0.05%	182