MB, Levis & Associates’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
Q2 | $55K | Buy |
181
+5
| +3% | +$1.52K | 0.02% | 118 |
|
|
2025
Q1 | $48.3K | Buy |
176
+109
| +163% | +$29.9K | 0.02% | 123 |
|
|
2024
Q4 | $19.5K | Hold |
67
| – | – | 0.01% | 160 |
|
|
2024
Q3 | $18.9K | Buy |
67
+3
| +5% | +$847 | 0.01% | 163 |
|
|
2024
Q2 | $17K | Hold |
64
| – | – | 0.01% | 166 |
|
|
2024
Q1 | $16.5K | Buy |
64
+1
| +2% | +$258 | 0.01% | 164 |
|
|
2023
Q4 | $15K | Sell |
63
-136
| -68% | -$32.5K | 0.01% | 168 |
|
|
2023
Q3 | $42.3K | Buy |
199
+1
| +0.5% | +$212 | 0.03% | 119 |
|
|
2023
Q2 | $43.7K | Buy |
198
+1
| +0.5% | +$221 | 0.03% | 122 |
|
|
2023
Q1 | $40.1K | Buy |
197
+1
| +0.5% | +$204 | 0.03% | 124 |
|
|
2022
Q4 | $37.4K | Buy |
+196
| New | +$37.4K | 0.03% | 119 |
|