M3 Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.72M | Buy |
25,411
+686
| +3% | +$208K | 5.34% | 3 |
|
|
2025
Q1 | $6.8M | Buy |
24,725
+133
| +0.5% | +$36.6K | 5.37% | 3 |
|
|
2024
Q4 | $7.13M | Buy |
24,592
+1,287
| +6% | +$373K | 5.1% | 3 |
|
|
2024
Q3 | $6.6M | Buy |
23,305
+743
| +3% | +$210K | 4.85% | 3 |
|
|
2024
Q2 | $6.04M | Buy |
22,562
+544
| +2% | +$146K | 4.97% | 3 |
|
|
2024
Q1 | $5.72M | Buy |
22,018
+1,354
| +7% | +$352K | 5.19% | 3 |
|
|
2023
Q4 | $4.9M | Buy |
+20,664
| New | +$4.9M | 5.74% | 3 |
|