MSA
Marino Stram & Associates’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 | $4.51M | Buy |
14,851
+2,257
| +18% | +$686K | 0.91% | 18 |
|
|
2025
Q1 | $3.46M | Buy |
12,594
+1,262
| +11% | +$347K | 0.77% | 19 |
|
|
2024
Q4 | $3.28M | Buy |
11,332
+2,409
| +27% | +$698K | 0.73% | 23 |
|
|
2024
Q3 | $2.53M | Buy |
8,923
+449
| +5% | +$127K | 0.56% | 33 |
|
|
2024
Q2 | $2.27M | Buy |
8,474
+538
| +7% | +$144K | 0.55% | 35 |
|
|
2024
Q1 | $2.06M | Buy |
7,936
+1,022
| +15% | +$266K | 0.49% | 38 |
|
|
2023
Q4 | $1.64M | Buy |
6,914
+2,758
| +66% | +$654K | 0.42% | 40 |
|
|
2023
Q3 | $883K | Buy |
4,156
+698
| +20% | +$148K | 0.26% | 59 |
|
|
2023
Q2 | $762K | Buy |
3,458
+1,025
| +42% | +$226K | 0.22% | 73 |
|
|
2023
Q1 | $496K | Buy |
2,433
+59
| +2% | +$12K | 0.15% | 96 |
|
|
2022
Q4 | $454K | Buy |
2,374
+14
| +0.6% | +$2.68K | 0.14% | 102 |
|
|
2022
Q3 | $424K | Buy |
2,360
+139
| +6% | +$25K | 0.15% | 95 |
|
|
2022
Q2 | $419K | Buy |
2,221
+476
| +27% | +$89.8K | 0.15% | 104 |
|
|
2022
Q1 | $397K | Buy |
1,745
+357
| +26% | +$81.2K | 0.13% | 110 |
|
|
2021
Q4 | $335K | Buy |
1,388
+7
| +0.5% | +$1.69K | 0.1% | 120 |
|
|
2021
Q3 | $307K | Buy |
1,381
+94
| +7% | +$20.9K | 0.11% | 120 |
|
|
2021
Q2 | $287K | Sell |
1,287
-93
| -7% | -$20.7K | 0.07% | 214 |
|
|
2021
Q1 | $285K | Buy |
1,380
+90
| +7% | +$18.6K | 0.11% | 113 |
|
|
2020
Q4 | $251K | Hold |
1,290
| – | – | 0.11% | 108 |
|
|
2020
Q3 | $220K | Buy |
+1,290
| New | +$220K | 0.12% | 103 |
|
|
2020
Q1 | – | Sell |
-4,152
| Closed | -$679K | – | 103 |
|
|
2019
Q4 | $679K | Sell |
4,152
-30
| -0.7% | -$4.91K | 0.44% | 43 |
|
|
2019
Q3 | $632K | Buy |
4,182
+3
| +0.1% | +$453 | 0.45% | 41 |
|
|
2019
Q2 | $627K | Sell |
4,179
-50
| -1% | -$7.5K | 0.46% | 40 |
|
|
2019
Q1 | $612K | Buy |
4,229
+780
| +23% | +$113K | 0.44% | 40 |
|
|
2018
Q4 | $440K | Sell |
3,449
-400
| -10% | -$51K | 0.38% | 47 |
|
|
2018
Q3 | $576K | Buy |
3,849
+64
| +2% | +$9.58K | 0.46% | 43 |
|
|
2018
Q2 | $532K | Buy |
3,785
+1,933
| +104% | +$272K | 0.47% | 43 |
|
|
2018
Q1 | $426K | Sell |
1,852
-446
| -19% | -$103K | 0.39% | 51 |
|
|
2017
Q4 | $315K | Buy |
+2,298
| New | +$315K | 0.29% | 58 |
|