MRWM
ML&R 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.12M | Sell |
4,314
-2,065
| -32% | -$537K | 0.26% | 25 |
|
|
2023
Q4 | $1.51M | Sell |
6,379
-504
| -7% | -$120K | 0.34% | 24 |
|
|
2023
Q3 | $1.46M | Buy |
6,883
+457
| +7% | +$97.1K | 0.38% | 21 |
|
|
2023
Q2 | $1.42M | Sell |
6,426
-4,907
| -43% | -$1.08M | 0.31% | 39 |
|
|
2023
Q1 | $2.31M | Buy |
11,333
+429
| +4% | +$87.6K | 0.62% | 16 |
|
|
2022
Q4 | $2.08M | Sell |
10,904
-1,210
| -10% | -$231K | 0.62% | 15 |
|
|
2022
Q3 | $2.17M | Buy |
12,114
+8,463
| +232% | +$1.52M | 0.74% | 11 |
|
|
2022
Q2 | $689K | Buy |
3,651
+601
| +20% | +$113K | 0.31% | 25 |
|
|
2022
Q1 | $694K | Sell |
3,050
-560
| -16% | -$127K | 0.26% | 23 |
|
|
2021
Q4 | $872K | Buy |
+3,610
| New | +$872K | 0.32% | 17 |
|