MSWM
Mader & Shannon Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-57,636
| Closed | -$8.7M | – | 22 |
|
|
2019
Q3 | $8.7M | Buy |
+57,636
| New | +$8.7M | 6.89% | 6 |
|
|
2017
Q3 | – | Sell |
-1,421
| Closed | -$176K | – | 30 |
|
|
2017
Q2 | $176K | Buy |
+1,421
| New | +$176K | 0.24% | 11 |
|
|
2017
Q1 | – | Sell |
-177,020
| Closed | -$20.4M | – | 17 |
|
|
2016
Q4 | $20.4M | Sell |
177,020
-72,410
| -29% | -$8.35M | 16.97% | 3 |
|
|
2016
Q3 | $27.8M | Buy |
249,430
+24,506
| +11% | +$2.73M | 21.11% | 1 |
|
|
2016
Q2 | $24.1M | Buy |
+224,924
| New | +$24.1M | 17.29% | 3 |
|