MSWM
Mowery & Schoenfeld 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 | $171K | Hold |
562
| – | – | 0.26% | 51 |
|
|
2025
Q1 | $154K | Hold |
562
| – | – | 0.3% | 58 |
|
|
2024
Q4 | $163K | Hold |
562
| – | – | 0.32% | 54 |
|
|
2024
Q3 | $159K | Hold |
562
| – | – | 0.25% | 48 |
|
|
2024
Q2 | $150K | Hold |
562
| – | – | 0.22% | 47 |
|
|
2024
Q1 | $146K | Hold |
562
| – | – | 0.28% | 42 |
|
|
2023
Q4 | $133K | Buy |
+562
| New | +$133K | 0.27% | 46 |
|