MHR
Matthew Hamilton Rosenberg’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 | $47.5M | Buy |
156,264
+5,727
| +4% | +$1.74M | 11.05% | 2 |
|
|
2025
Q1 | $41.4M | Sell |
150,537
-3,231
| -2% | -$888K | 10.38% | 2 |
|
|
2024
Q4 | $44.6M | Sell |
153,768
-3,444
| -2% | -$998K | 11.58% | 2 |
|
|
2024
Q3 | $44.5M | Buy |
157,212
+15,773
| +11% | +$4.47M | 11.65% | 1 |
|
|
2024
Q2 | $37.9M | Sell |
141,439
-17,461
| -11% | -$4.68M | 11.2% | 1 |
|
|
2024
Q1 | $41.3M | Sell |
158,900
-2,746
| -2% | -$713K | 11.92% | 1 |
|
|
2023
Q4 | $38.3M | Buy |
161,646
+513
| +0.3% | +$122K | 11.8% | 1 |
|
|
2023
Q3 | $34.2M | Sell |
161,133
-622
| -0.4% | -$132K | 11.4% | 1 |
|
|
2023
Q2 | $35.6M | Sell |
161,755
-7,507
| -4% | -$1.65M | 12.05% | 1 |
|
|
2023
Q1 | $34.5M | Sell |
169,262
-790
| -0.5% | -$161K | 11.15% | 1 |
|
|
2022
Q4 | $32.5M | Buy |
170,052
+5,078
| +3% | +$971K | 11.02% | 1 |
|
|
2022
Q3 | $29.6M | Buy |
164,974
+3,568
| +2% | +$640K | 11.45% | 1 |
|
|
2022
Q2 | $30.8M | Buy |
161,406
+1,454
| +0.9% | +$277K | 11.6% | 1 |
|
|
2022
Q1 | $36.4M | Buy |
159,952
+25,014
| +19% | +$5.69M | 12.74% | 1 |
|
|
2021
Q4 | $32.6M | Buy |
134,938
+18,273
| +16% | +$4.41M | 11.6% | 1 |
|
|
2021
Q3 | $25.9M | Buy |
116,665
+1,987
| +2% | +$441K | 10.23% | 1 |
|
|
2021
Q2 | $25.6M | Buy |
114,678
+1,059
| +0.9% | +$236K | 13.3% | 1 |
|
|
2021
Q1 | $23.5M | Buy |
113,619
+5,502
| +5% | +$1.14M | 13.4% | 1 |
|
|
2020
Q4 | $21M | Buy |
108,117
+2,164
| +2% | +$421K | 13.13% | 1 |
|
|
2020
Q3 | $18M | Buy |
105,953
+2,318
| +2% | +$395K | 13.26% | 1 |
|
|
2020
Q2 | $16.2M | Buy |
103,635
+16,822
| +19% | +$2.63M | 12.92% | 1 |
|
|
2020
Q1 | $11.2M | Buy |
+86,813
| New | +$11.2M | 11.13% | 2 |
|