Morling Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.1M | Buy |
115,547
+3,139
| +3% | +$954K | 11.48% | 2 |
|
|
2025
Q1 | $30.9M | Buy |
112,408
+4,415
| +4% | +$1.21M | 10.63% | 3 |
|
|
2024
Q4 | $31.3M | Buy |
107,993
+9,538
| +10% | +$2.76M | 10.91% | 2 |
|
|
2024
Q3 | $27.9M | Buy |
98,455
+7,639
| +8% | +$2.16M | 10.62% | 3 |
|
|
2024
Q2 | $24.3M | Buy |
90,816
+4,476
| +5% | +$1.2M | 10.59% | 2 |
|
|
2024
Q1 | $22.4M | Buy |
86,340
+5,753
| +7% | +$1.5M | 12.83% | 1 |
|
|
2023
Q4 | $19.1M | Buy |
80,587
+8,287
| +11% | +$1.97M | 15.42% | 1 |
|
|
2023
Q3 | $15.4M | Buy |
72,300
+5,528
| +8% | +$1.17M | 15.22% | 1 |
|
|
2023
Q2 | $14.7M | Buy |
66,772
+9,371
| +16% | +$2.06M | 14.13% | 1 |
|
|
2023
Q1 | $11.7M | Buy |
57,401
+15,773
| +38% | +$3.22M | 12.63% | 1 |
|
|
2022
Q4 | $7.96M | Buy |
41,628
+3,311
| +9% | +$633K | 10.15% | 1 |
|
|
2022
Q3 | $6.88M | Buy |
38,317
+4,079
| +12% | +$732K | 9.37% | 2 |
|
|
2022
Q2 | $6.46M | Sell |
34,238
-1,585
| -4% | -$299K | 8.43% | 2 |
|
|
2022
Q1 | $8.16M | Buy |
35,823
+2,262
| +7% | +$515K | 10.31% | 2 |
|
|
2021
Q4 | $8.1M | Buy |
+33,561
| New | +$8.1M | 7.75% | 3 |
|