Morton Brown Family Wealth’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 | $1.48M | Buy |
4,886
+140
| +3% | +$42.5K | 0.45% | 23 |
|
|
2025
Q1 | $1.3M | Sell |
4,746
-602
| -11% | -$165K | 0.44% | 22 |
|
|
2024
Q4 | $1.55M | Buy |
5,348
+595
| +13% | +$172K | 0.54% | 21 |
|
|
2024
Q3 | $1.35M | Buy |
4,753
+75
| +2% | +$21.2K | 0.48% | 23 |
|
|
2024
Q2 | $1.28M | Hold |
4,678
| – | – | 0.5% | 26 |
|
|
2024
Q1 | $1.22M | Hold |
4,678
| – | – | 0.5% | 24 |
|
|
2023
Q4 | $1.11M | Hold |
4,678
| – | – | 0.49% | 24 |
|
|
2023
Q3 | $994K | Buy |
4,678
+4,440
| +1,866% | +$943K | 0.51% | 25 |
|
|
2023
Q2 | $52.4K | Buy |
+238
| New | +$52.4K | 0.03% | 75 |
|