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M Wealth Management LLC’s Vanguard Total Stock Market ETF VTI Stock Holding History

M Wealth Management LLC’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$377K Hold
1,241
– – 0.35% 29
2025
Q1 		$341K Buy
1,241
+5
+0.4% +$1.37K 0.32% 31
2024
Q4 		$358K Buy
+1,236
New +$358K 0.33% 32