Midwest Financial Group’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 | $1.02M | Hold |
3,372
| – | – | 0.54% | 46 |
|
|
2025
Q1 | $927K | Buy |
3,372
+30
| +0.9% | +$8.25K | 0.54% | 44 |
|
|
2024
Q4 | $969K | Buy |
3,342
+94
| +3% | +$27.2K | 0.56% | 43 |
|
|
2024
Q3 | $920K | Buy |
3,248
+40
| +1% | +$11.3K | 0.54% | 44 |
|
|
2024
Q2 | $858K | Buy |
3,208
+16
| +0.5% | +$4.28K | 0.55% | 47 |
|
|
2024
Q1 | $830K | Hold |
3,192
| – | – | 0.56% | 49 |
|
|
2023
Q4 | $757K | Hold |
3,192
| – | – | 0.57% | 49 |
|
|
2023
Q3 | $678K | Hold |
3,192
| – | – | 0.57% | 49 |
|
|
2023
Q2 | $703K | Hold |
3,192
| – | – | 0.6% | 51 |
|
|
2023
Q1 | $651K | Buy |
+3,192
| New | +$651K | 0.6% | 49 |
|