MidWestOne 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 | $338K | Hold |
1,111
| – | – | 0.04% | 226 |
|
2025
Q1 | $305K | Hold |
1,111
| – | – | 0.04% | 228 |
|
2024
Q4 | $322K | Sell |
1,111
-19
| -2% | -$5.51K | 0.05% | 238 |
|
2024
Q3 | $320K | Hold |
1,130
| – | – | 0.04% | 244 |
|
2024
Q2 | $302K | Hold |
1,130
| – | – | 0.05% | 244 |
|
2024
Q1 | $294K | Sell |
1,130
-28
| -2% | -$7.28K | 0.05% | 250 |
|
2023
Q4 | $275K | Hold |
1,158
| – | – | 0.05% | 249 |
|
2023
Q3 | $246K | Sell |
1,158
-1,131
| -49% | -$240K | 0.06% | 241 |
|
2023
Q2 | $504K | Hold |
2,289
| – | – | 0.11% | 202 |
|
2023
Q1 | $467K | Sell |
2,289
-200
| -8% | -$40.8K | 0.11% | 192 |
|
2022
Q4 | $476K | Buy |
2,489
+530
| +27% | +$101K | 0.11% | 180 |
|
2022
Q3 | $352K | Buy |
+1,959
| New | +$352K | 0.09% | 184 |
|