MPS Loria Financial Planners’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
Q3
$227K Buy
2025
Q2
$206K Buy
2024
Q4
Sell
2024
Q3
$211K Buy
2021
Q2
Sell
2021
Q1
$163K Buy
2020
Q4
$138K Buy
2020
Q3
$122K Buy
2020
Q2
$112K Buy
2017
Q3
Sell
2017
Q2
$52K Buy