Midland Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.26M Buy
20,597
+284
+1% +$86.3K 0.35% 21
2025
Q1
$5.58M Buy
20,313
+288
+1% +$79.2K 0.33% 22
2024
Q4
$5.8M Sell
20,025
-866
-4% -$251K 0.35% 21
2024
Q3
$5.92M Sell
20,891
-883
-4% -$250K 0.35% 20
2024
Q2
$5.82M Buy
21,774
+63
+0.3% +$16.9K 0.35% 22
2024
Q1
$5.64M Sell
21,711
-2,479
-10% -$644K 0.35% 21
2023
Q4
$5.74M Buy
+24,190
New +$5.74M 0.39% 17