MWA
Muirfield Wealth Advisors’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 | $2.14M | Buy |
7,040
+1,350
| +24% | +$410K | 1.7% | 19 |
|
2025
Q1 | $1.56M | Sell |
5,690
-575
| -9% | -$158K | 1.33% | 19 |
|
2024
Q4 | $1.82M | Sell |
6,265
-500
| -7% | -$145K | 1.5% | 18 |
|
2024
Q3 | $1.92M | Sell |
6,765
-461
| -6% | -$131K | 1.63% | 17 |
|
2024
Q2 | $1.93M | Buy |
7,226
+1,410
| +24% | +$377K | 1.81% | 15 |
|
2024
Q1 | $1.51M | Sell |
5,816
-20
| -0.3% | -$5.2K | 1.46% | 17 |
|
2023
Q4 | $1.38M | Buy |
+5,836
| New | +$1.38M | 1.47% | 17 |
|