MW
MBL Wealth’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 | $2.31M | Sell |
7,594
-5,168
| -40% | -$1.57M | 0.22% | 71 |
|
|
2025
Q1 | $3.51M | Sell |
12,762
-1,129
| -8% | -$310K | 0.35% | 52 |
|
|
2024
Q4 | $4.03M | Buy |
13,891
+13,020
| +1,495% | +$3.77M | 0.4% | 49 |
|
|
2024
Q3 | $247K | Hold |
871
| – | – | 0.03% | 177 |
|
|
2024
Q2 | $233K | Sell |
871
-29
| -3% | -$7.76K | 0.03% | 180 |
|
|
2024
Q1 | $234K | Buy |
+900
| New | +$234K | 0.03% | 173 |
|
|
2023
Q4 | – | Sell |
-1,180
| Closed | -$251K | – | 197 |
|
|
2023
Q3 | $251K | Sell |
1,180
-263
| -18% | -$55.9K | 0.04% | 147 |
|
|
2023
Q2 | $318K | Buy |
1,443
+363
| +34% | +$80K | 0.04% | 129 |
|
|
2023
Q1 | $220K | Sell |
1,080
-178
| -14% | -$36.3K | 0.03% | 143 |
|
|
2022
Q4 | $241K | Sell |
1,258
-750
| -37% | -$144K | 0.05% | 143 |
|
|
2022
Q3 | $360K | Hold |
2,008
| – | – | 0.08% | 113 |
|
|
2022
Q2 | $379K | Buy |
+2,008
| New | +$379K | 0.09% | 106 |
|
|
2021
Q1 | $579K | Hold |
2,802
| – | – | 0.2% | 75 |
|
|
2020
Q4 | $545K | Buy |
+2,802
| New | +$545K | 0.22% | 68 |
|