Mullaney, Keating & Wright’s Vanguard Total Stock Market ETF VTI Stock Holding History

Mullaney, Keating & Wright’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.98M	Sell	5,348 -32	-0.6%	-$11.4K	0.96%	20
2026 Q1	$1.73M	Buy	5,380 +1	+0%	+$336	0.94%	21
2025 Q4	$1.8M	Buy	5,379 +1	+0%	+$333	0.95%	21
2025 Q3	$1.76M	Hold	5,378	–	–	0.98%	20
2025 Q2	$1.63M	Hold	5,378	–	–	1.07%	19
2025 Q1	$1.48M	Buy	5,378 +1	+0%	+$291	1%	18
2024 Q4	$1.56M	Sell	5,377 -327	-6%	-$95.4K	1.05%	16
2024 Q3	$1.62M	Buy	5,704 +1	+0%	+$273	1.12%	15
2024 Q2	$1.53M	Buy	+5,703	New	+$1.48M	1.18%	14

Other funds holding VTI

Narodna banka Slovenska Bratislava $3.49B AUM

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return