MPCL
My Personal CFO LLC’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 | $34.4M | Buy |
113,104
+3,565
| +3% | +$1.08M | 15.63% | 1 |
|
|
2025
Q1 | $30.1M | Buy |
109,539
+3,147
| +3% | +$865K | 15.17% | 1 |
|
|
2024
Q4 | $30.8M | Buy |
106,392
+13,074
| +14% | +$3.79M | 15.81% | 1 |
|
|
2024
Q3 | $26.4M | Buy |
93,318
+4,757
| +5% | +$1.35M | 14.49% | 1 |
|
|
2024
Q2 | $23.7M | Buy |
88,561
+6,002
| +7% | +$1.61M | 12.65% | 1 |
|
|
2024
Q1 | $21.5M | Buy |
82,559
+3,546
| +4% | +$922K | 12.37% | 1 |
|
|
2023
Q4 | $18.7M | Buy |
79,013
+7,997
| +11% | +$1.9M | 12.2% | 1 |
|
|
2023
Q3 | $15.1M | Buy |
71,016
+1,810
| +3% | +$384K | 12.18% | 1 |
|
|
2023
Q2 | $15.2M | Buy |
69,206
+1,927
| +3% | +$424K | 11.97% | 1 |
|
|
2023
Q1 | $13.7M | Buy |
67,279
+39,909
| +146% | +$8.15M | 11.72% | 1 |
|
|
2022
Q4 | $9.8M | Sell |
27,370
-742
| -3% | -$266K | 9.04% | 2 |
|
|
2022
Q3 | $5.05M | Sell |
28,112
-19,106
| -40% | -$3.43M | 7.67% | 3 |
|
|
2022
Q2 | $8.91M | Buy |
47,218
+1,728
| +4% | +$326K | 11.43% | 2 |
|
|
2022
Q1 | $10.4M | Sell |
45,490
-1,864
| -4% | -$424K | 10.72% | 2 |
|
|
2021
Q4 | $11.4M | Buy |
+47,354
| New | +$11.4M | 9.97% | 3 |
|