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