MB Generational Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $1.75M | Hold |
6,367
| – | – | 1.31% | 13 |
|
2024
Q4 | $1.85M | Hold |
6,367
| – | – | 1.35% | 14 |
|
2024
Q3 | $1.8M | Hold |
6,367
| – | – | 1.3% | 13 |
|
2024
Q2 | $1.7M | Buy |
6,367
+2,648
| +71% | +$708K | 1.32% | 13 |
|
2024
Q1 | $1.65M | Sell |
3,719
-2,647
| -42% | -$1.18M | 1.3% | 13 |
|
2023
Q4 | $1.51M | Buy |
+6,366
| New | +$1.51M | 1.42% | 12 |
|