MAM
McCarthy Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-117
| Closed | -$27K | – | 291 |
|
|
2022
Q1 | $27K | Hold |
117
| – | – | 0.02% | 115 |
|
|
2021
Q4 | $28K | Hold |
117
| – | – | 0.02% | 123 |
|
|
2021
Q3 | $26K | Hold |
117
| – | – | 0.02% | 128 |
|
|
2021
Q2 | $26K | Hold |
117
| – | – | 0.02% | 146 |
|
|
2021
Q1 | $24K | Sell |
117
-3
| -3% | -$615 | 0.02% | 136 |
|
|
2020
Q4 | $23K | Buy |
+120
| New | +$23K | 0.02% | 135 |
|