MWM
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Mindset Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Mindset Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$227K Hold
746
– – 0.07% 137
2025
Q1 		$205K Sell
746
-17
-2% -$4.67K 0.08% 138
2024
Q4 		$221K Buy
763
+44
+6% +$12.8K 0.08% 120
2024
Q3 		$204K Buy
+719
New +$204K 0.08% 118