MWM
Modern 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 | $83M | Sell |
273,070
-13,220
| -5% | -$4.02M | 2.07% | 6 |
|
|
2025
Q1 | $78.7M | Buy |
286,290
+205,168
| +253% | +$56.4M | 2.51% | 6 |
|
|
2024
Q4 | $23.5M | Buy |
81,122
+27,269
| +51% | +$7.9M | 0.88% | 27 |
|
|
2024
Q3 | $15.2M | Buy |
53,853
+3,619
| +7% | +$1.02M | 0.93% | 23 |
|
|
2024
Q2 | $13.4M | Buy |
50,234
+3,966
| +9% | +$1.06M | 0.99% | 22 |
|
|
2024
Q1 | $12M | Buy |
46,268
+14,280
| +45% | +$3.71M | 1.12% | 17 |
|
|
2023
Q4 | $7.59M | Buy |
+31,988
| New | +$7.59M | 0.96% | 18 |
|