MSH Capital Advisors’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 | $478K | Sell |
1,573
-46
| -3% | -$14K | 0.14% | 168 |
|
2025
Q1 | $445K | Sell |
1,619
-262
| -14% | -$72K | 0.14% | 158 |
|
2024
Q4 | $545K | Buy |
1,881
+281
| +18% | +$81.5K | 0.17% | 141 |
|
2024
Q3 | $453K | Sell |
1,600
-324
| -17% | -$91.7K | 0.14% | 160 |
|
2024
Q2 | $515K | Sell |
1,924
-334
| -15% | -$89.3K | 0.17% | 131 |
|
2024
Q1 | $587K | Buy |
2,258
+340
| +18% | +$88.4K | 0.21% | 114 |
|
2023
Q4 | $455K | Buy |
1,918
+391
| +26% | +$92.8K | 0.17% | 129 |
|
2023
Q3 | $324K | Sell |
1,527
-22
| -1% | -$4.67K | 0.13% | 163 |
|
2023
Q2 | $341K | Buy |
1,549
+156
| +11% | +$34.4K | 0.13% | 163 |
|
2023
Q1 | $284K | Sell |
1,393
-150
| -10% | -$30.6K | 0.12% | 165 |
|
2022
Q4 | $295K | Sell |
1,543
-356
| -19% | -$68.1K | 0.13% | 152 |
|
2022
Q3 | $341K | Buy |
1,899
+14
| +0.7% | +$2.51K | 0.17% | 122 |
|
2022
Q2 | $355K | Buy |
1,885
+26
| +1% | +$4.9K | 0.17% | 131 |
|
2022
Q1 | $423K | Buy |
1,859
+388
| +26% | +$88.3K | 0.17% | 124 |
|
2021
Q4 | $355K | Buy |
+1,471
| New | +$355K | 0.16% | 133 |
|