MFG
Merit Financial Group’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 | $113M | Buy |
370,968
+30,109
| +9% | +$9.15M | 1.26% | 15 |
|
2025
Q1 | $93.7M | Buy |
340,859
+71,961
| +27% | +$19.8M | 1.4% | 14 |
|
2024
Q4 | $77.9M | Sell |
268,898
-82,442
| -23% | -$23.9M | 1.4% | 15 |
|
2024
Q3 | $99.5M | Buy |
351,340
+59,087
| +20% | +$16.7M | 2.22% | 9 |
|
2024
Q2 | $78.2M | Buy |
292,253
+826
| +0.3% | +$221K | 1.72% | 11 |
|
2024
Q1 | $73.9M | Buy |
291,427
+6,836
| +2% | +$1.73M | 1.76% | 11 |
|
2023
Q4 | $67.5M | Buy |
284,591
+11,833
| +4% | +$2.81M | 2.05% | 10 |
|
2023
Q3 | $57.9M | Buy |
272,758
+16,929
| +7% | +$3.6M | 1.9% | 11 |
|
2023
Q2 | $56.4M | Buy |
255,829
+9,751
| +4% | +$2.15M | 1.82% | 11 |
|
2023
Q1 | $50.2M | Sell |
246,078
-539,615
| -69% | -$110M | 1.83% | 10 |
|
2022
Q4 | $150M | Sell |
785,693
-13,450
| -2% | -$2.57M | 5.43% | 3 |
|
2022
Q3 | $143M | Sell |
799,143
-11,650
| -1% | -$2.09M | 6.22% | 3 |
|
2022
Q2 | $153M | Buy |
810,793
+35,767
| +5% | +$6.75M | 4.73% | 4 |
|
2022
Q1 | $176M | Buy |
775,026
+190,461
| +33% | +$43.4M | 10.64% | 2 |
|
2021
Q4 | $141M | Buy |
584,565
+62,482
| +12% | +$15.1M | 13.84% | 2 |
|
2021
Q3 | $116M | Buy |
522,083
+491,168
| +1,589% | +$109M | 12.13% | 2 |
|
2021
Q2 | $6.89M | Buy |
30,915
+347
| +1% | +$77.3K | 0.65% | 15 |
|
2021
Q1 | $6.32M | Buy |
30,568
+4,222
| +16% | +$873K | 0.66% | 15 |
|
2020
Q4 | $5.13M | Sell |
26,346
-4,251
| -14% | -$827K | 0.5% | 14 |
|
2020
Q3 | $5.21M | Sell |
30,597
-4,063
| -12% | -$692K | 0.48% | 14 |
|
2020
Q2 | $5.43M | Sell |
34,660
-3,446
| -9% | -$539K | 0.54% | 12 |
|
2020
Q1 | $4.91M | Buy |
38,106
+3,035
| +9% | +$391K | 0.55% | 15 |
|
2019
Q4 | $5.74M | Buy |
35,071
+4,270
| +14% | +$699K | 0.51% | 13 |
|
2019
Q3 | $4.65M | Buy |
+30,801
| New | +$4.65M | 0.51% | 11 |
|