MWM
MinichMacGregor Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Buy |
1,814
+695
| +62% | +$211K | 0.12% | 64 |
|
|
2025
Q1 | $308K | Sell |
1,119
-25
| -2% | -$6.87K | 0.07% | 92 |
|
|
2024
Q4 | $332K | Buy |
1,144
+7
| +0.6% | +$2.03K | 0.07% | 93 |
|
|
2024
Q3 | $322K | Buy |
1,137
+1
| +0.1% | +$283 | 0.07% | 89 |
|
|
2024
Q2 | $304K | Buy |
+1,136
| New | +$304K | 0.07% | 84 |
|
|
2023
Q1 | – | Sell |
-83
| Closed | -$16K | – | 640 |
|
|
2022
Q4 | $16K | Buy |
+83
| New | +$16K | 0.01% | 354 |
|
|
2018
Q4 | – | Sell |
-230
| Closed | -$34K | – | 516 |
|
|
2018
Q3 | $34K | Hold |
230
| – | – | 0.02% | 159 |
|
|
2018
Q2 | $32K | Hold |
230
| – | – | 0.02% | 156 |
|
|
2018
Q1 | $31K | Buy |
+230
| New | +$31K | 0.02% | 150 |
|