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 |
|