MSWM
McGlone Suttner Wealth Management’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 | $2.39M | Buy |
7,847
+44
| +0.6% | +$13.4K | 0.36% | 27 |
|
|
2025
Q1 | $2.14M | Buy |
7,803
+6
| +0.1% | +$1.65K | 0.35% | 30 |
|
|
2024
Q4 | $2.26M | Buy |
7,797
+39
| +0.5% | +$11.3K | 0.38% | 30 |
|
|
2024
Q3 | $2.2M | Buy |
7,758
+85
| +1% | +$24.1K | 0.46% | 24 |
|
|
2024
Q2 | $1.82M | Buy |
7,673
+405
| +6% | +$96.1K | 0.37% | 26 |
|
|
2024
Q1 | $1.89M | Sell |
7,268
-405
| -5% | -$105K | 0.35% | 27 |
|
|
2023
Q4 | $1.82M | Buy |
7,673
+10
| +0.1% | +$2.37K | 0.36% | 26 |
|
|
2023
Q3 | $1.63M | Buy |
7,663
+144
| +2% | +$30.6K | 0.38% | 26 |
|
|
2023
Q2 | $1.66M | Buy |
7,519
+3
| +0% | +$661 | 0.38% | 28 |
|
|
2023
Q1 | $1.53M | Buy |
7,516
+3
| +0% | +$612 | 0.39% | 28 |
|
|
2022
Q4 | $1.44M | Buy |
+7,513
| New | +$1.44M | 0.46% | 29 |
|