Morling Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.1M | Buy |
|
|||||
|
2025
Q1 | $30.9M | Buy |
|
|||||
|
2024
Q4 | $31.3M | Buy |
|
|||||
|
2024
Q3 | $27.9M | Buy |
|
|||||
|
2024
Q2 | $24.3M | Buy |
|
|||||
|
2024
Q1 | $22.4M | Buy |
|
|||||
|
2023
Q4 | $19.1M | Buy |
|
|||||
|
2023
Q3 | $15.4M | Buy |
|
|||||
|
2023
Q2 | $14.7M | Buy |
|
|||||
|
2023
Q1 | $11.7M | Buy |
|
|||||
|
2022
Q4 | $7.96M | Buy |
|
|||||
|
2022
Q3 | $6.88M | Buy |
|
|||||
|
2022
Q2 | $6.46M | Sell |
|
|||||
|
2022
Q1 | $8.16M | Buy |
|
|||||
|
2021
Q4 | $8.1M | Buy |
|