MPS Loria Financial Planners’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 | $206K | Buy |
+676
| New | +$206K | 0.06% | 79 |
|
|
2024
Q4 | – | Sell |
-746
| Closed | -$211K | – | 84 |
|
|
2024
Q3 | $211K | Buy |
+746
| New | +$211K | 0.06% | 80 |
|
|
2021
Q2 | – | Sell |
-789
| Closed | -$163K | – | 552 |
|
|
2021
Q1 | $163K | Buy |
789
+69
| +10% | +$14.3K | 0.08% | 92 |
|
|
2020
Q4 | $138K | Buy |
720
+2
| +0.3% | +$383 | 0.06% | 99 |
|
|
2020
Q3 | $122K | Buy |
718
+3
| +0.4% | +$510 | 0.06% | 94 |
|
|
2020
Q2 | $112K | Buy |
+715
| New | +$112K | 0.06% | 93 |
|
|
2017
Q3 | – | Sell |
-409
| Closed | -$52K | – | 335 |
|
|
2017
Q2 | $52K | Buy |
+409
| New | +$52K | 0.03% | 148 |
|