MFA
McClarren Financial Advisors’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 | $17.5M | Sell |
57,431
-2,568
| -4% | -$780K | 11.36% | 1 |
|
|
2025
Q1 | $16.6M | Buy |
+59,999
| New | +$16.6M | 10.95% | 1 |
|
|
2024
Q4 | – | Sell |
-61,571
| Closed | -$14.3K | – | 317 |
|
|
2024
Q3 | $14.3K | Buy |
61,571
+6,197
| +11% | +$1.44K | 1.8% | 13 |
|
|
2024
Q2 | $16.9M | Sell |
55,374
-7,204
| -12% | -$2.19M | 11.78% | 1 |
|
|
2024
Q1 | $16.3M | Sell |
62,578
-640
| -1% | -$166K | 11.68% | 1 |
|
|
2023
Q4 | $15M | Sell |
63,218
-193
| -0.3% | -$45.8K | 11.43% | 1 |
|
|
2023
Q3 | $13.5M | Sell |
63,411
-1,787
| -3% | -$379K | 11.74% | 1 |
|
|
2023
Q2 | $14.4M | Buy |
65,198
+1,810
| +3% | +$399K | 11.88% | 1 |
|
|
2023
Q1 | $12.9M | Buy |
63,388
+723
| +1% | +$147K | 11.69% | 1 |
|
|
2022
Q4 | $12M | Buy |
62,665
+2,565
| +4% | +$490K | 11.38% | 1 |
|
|
2022
Q3 | $10.8M | Buy |
60,100
+47,546
| +379% | +$8.53M | 10.75% | 1 |
|
|
2022
Q2 | $2.36M | Sell |
12,554
-45,818
| -78% | -$8.63M | 7.57% | 3 |
|
|
2022
Q1 | $13.3M | Sell |
58,372
-31
| -0.1% | -$7.06K | 9.62% | 2 |
|
|
2021
Q4 | $14.1M | Buy |
58,403
+5,992
| +11% | +$1.44M | 9.61% | 2 |
|
|
2021
Q3 | $11.6M | Buy |
52,411
+13,391
| +34% | +$2.97M | 9.07% | 2 |
|
|
2021
Q2 | $8.69M | Buy |
39,020
+11,027
| +39% | +$2.46M | 7.05% | 4 |
|
|
2021
Q1 | $5.79M | Buy |
27,993
+430
| +2% | +$88.9K | 5.17% | 6 |
|
|
2020
Q4 | $5.36M | Buy |
+27,563
| New | +$5.36M | 5.15% | 6 |
|