MAMG
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Milestone Asset Management Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Milestone Asset Management Group’s Portfolio VTI Stock Details VTI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2M Buy
6,574
+657
+11% +$200K 1.48% 21
2025
Q1 		$1.63M Sell
5,917
-32
-0.5% -$8.8K 1.47% 21
2024
Q4 		$1.72M Buy
+5,949
New +$1.72M 1.54% 22