MPW
MA Private Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+672
| New | +$204K | 0.04% | 80 |
|
|
2024
Q1 | – | Sell |
-855
| Closed | -$203K | – | 80 |
|
|
2023
Q4 | $203K | Buy |
+855
| New | +$203K | 0.04% | 75 |
|
|
2022
Q2 | – | Sell |
-1,175
| Closed | -$268K | – | 89 |
|
|
2022
Q1 | $268K | Buy |
1,175
+58
| +5% | +$13.2K | 0.05% | 76 |
|
|
2021
Q4 | $270K | Hold |
1,117
| – | – | 0.05% | 80 |
|
|
2021
Q3 | $248K | Hold |
1,117
| – | – | 0.05% | 80 |
|
|
2021
Q2 | $249K | Hold |
1,117
| – | – | 0.05% | 81 |
|
|
2021
Q1 | $231K | Buy |
+1,117
| New | +$231K | 0.05% | 85 |
|
|
2020
Q1 | – | Sell |
-1,621
| Closed | -$265K | – | 91 |
|
|
2019
Q4 | $265K | Sell |
1,621
-35
| -2% | -$5.72K | 0.08% | 62 |
|
|
2019
Q3 | $250K | Sell |
1,656
-36
| -2% | -$5.44K | 0.07% | 74 |
|
|
2019
Q2 | $254K | Buy |
1,692
+123
| +8% | +$18.5K | 0.07% | 77 |
|
|
2019
Q1 | $227K | Buy |
1,569
+4
| +0.3% | +$579 | 0.07% | 87 |
|
|
2018
Q4 | $200K | Buy |
+1,565
| New | +$200K | 0.08% | 95 |
|