MGWA
Monument Group Wealth Advisors’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 | $17.4M | Buy |
57,406
+2,460
| +4% | +$748K | 10.99% | 3 |
|
|
2025
Q1 | $15.1M | Buy |
54,946
+934
| +2% | +$257K | 10.47% | 3 |
|
|
2024
Q4 | $15.7M | Sell |
54,012
-3,107
| -5% | -$900K | 11.08% | 3 |
|
|
2024
Q3 | $16.2M | Sell |
57,119
-1,032
| -2% | -$292K | 9.72% | 3 |
|
|
2024
Q2 | $15.6M | Sell |
58,151
-446
| -0.8% | -$119K | 10.46% | 3 |
|
|
2024
Q1 | $15.2M | Sell |
58,597
-6,994
| -11% | -$1.82M | 11.29% | 3 |
|
|
2023
Q4 | $15.6M | Buy |
+65,591
| New | +$15.6M | 13.27% | 3 |
|