MBL Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.29M | Sell |
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|
2025
Q2 | $2.31M | Sell |
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|
2025
Q1 | $3.51M | Sell |
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|
2024
Q4 | $4.03M | Buy |
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|
2024
Q3 | $247K | Hold |
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|
2024
Q2 | $233K | Sell |
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|
2024
Q1 | $234K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $251K | Sell |
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|
2023
Q2 | $318K | Buy |
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|
2023
Q1 | $220K | Sell |
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|
2022
Q4 | $241K | Sell |
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|
2022
Q3 | $360K | Hold |
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|
2022
Q2 | $379K | Buy |
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|
2021
Q1 | $579K | Hold |
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|
2020
Q4 | $545K | Buy |
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