MA Private Wealth’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
Q2 | $204K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $203K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $268K | Buy |
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|
2021
Q4 | $270K | Hold |
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|
2021
Q3 | $248K | Hold |
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|
2021
Q2 | $249K | Hold |
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|
2021
Q1 | $231K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $265K | Sell |
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|
2019
Q3 | $250K | Sell |
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|
2019
Q2 | $254K | Buy |
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|
2019
Q1 | $227K | Buy |
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|
2018
Q4 | $200K | Buy |
|