MAWCM
Mine & Arao Wealth Creation & Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-319
| Closed | -$83K | – | 357 |
|
|
2024
Q1 | $83K | Hold |
319
| – | – | 0.04% | 117 |
|
|
2023
Q4 | $75.8K | Hold |
319
| – | – | 0.04% | 121 |
|
|
2023
Q3 | $67.8K | Hold |
319
| – | – | 0.04% | 117 |
|
|
2023
Q2 | $70.3K | Hold |
319
| – | – | 0.04% | 120 |
|
|
2023
Q1 | $65.2K | Hold |
319
| – | – | 0.04% | 130 |
|
|
2022
Q4 | $61.1K | Hold |
319
| – | – | 0.05% | 125 |
|
|
2022
Q3 | $57K | Hold |
319
| – | – | 0.04% | 127 |
|
|
2022
Q2 | $60K | Hold |
319
| – | – | 0.04% | 131 |
|
|
2022
Q1 | $73K | Hold |
319
| – | – | 0.04% | 126 |
|
|
2021
Q4 | $77K | Hold |
319
| – | – | 0.04% | 126 |
|
|
2021
Q3 | $71K | Hold |
319
| – | – | 0.04% | 124 |
|
|
2021
Q2 | $71K | Hold |
319
| – | – | 0.04% | 123 |
|
|
2021
Q1 | $66K | Hold |
319
| – | – | 0.04% | 122 |
|
|
2020
Q4 | $62K | Buy |
319
+1
| +0.3% | +$194 | 0.04% | 116 |
|
|
2020
Q3 | $54K | Hold |
318
| – | – | 0.04% | 118 |
|
|
2020
Q2 | $50K | Hold |
318
| – | – | 0.05% | 113 |
|
|
2020
Q1 | $41K | Hold |
318
| – | – | 0.05% | 114 |
|
|
2019
Q4 | $52K | Buy |
+318
| New | +$52K | 0.05% | 123 |
|