Mogy Joel R Investment Counsel’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.51M | Buy |
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|
2025
Q2 | $1.39M | Sell |
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|
2025
Q1 | $1.34M | Sell |
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|
2024
Q4 | $1.43M | Sell |
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|
2024
Q3 | $1.46M | Sell |
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|
2024
Q2 | $1.42M | Sell |
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|
2024
Q1 | $1.48M | Hold |
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|
2023
Q4 | $1.35M | Buy |
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|
2023
Q3 | $1.2M | Sell |
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|
2023
Q2 | $1.25M | Buy |
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|
2023
Q1 | $1.15M | Sell |
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|
2022
Q4 | $1.09M | Sell |
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|
2022
Q3 | $1.03M | Sell |
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|
2022
Q2 | $1.09M | Sell |
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|
2022
Q1 | $1.33M | Sell |
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|
2021
Q4 | $1.68M | Buy |
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|
2021
Q3 | $1.21M | Sell |
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|
2021
Q2 | $2.56M | Buy |
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|
2021
Q1 | $2.36M | Hold |
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|
2020
Q4 | $2.22M | Sell |
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|
2020
Q3 | $1.94M | Buy |
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|
2020
Q2 | $826K | Sell |
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|
2020
Q1 | $694K | Sell |
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|
2019
Q4 | $971K | Buy |
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|
2019
Q3 | $893K | Buy |
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|
2019
Q2 | $884K | Hold |
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|
2019
Q1 | $852K | Hold |
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|
2018
Q4 | $751K | Sell |
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|
2018
Q3 | $889K | Hold |
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|
2018
Q2 | $834K | Hold |
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|
2018
Q1 | $806K | Hold |
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|
2017
Q4 | $815K | Sell |
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|
2017
Q3 | $782K | Buy |
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|
2017
Q2 | $472K | Buy |
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|
2017
Q1 | $377K | Hold |
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|
2016
Q4 | $358K | Hold |
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|
2016
Q3 | $346K | Hold |
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|
2016
Q2 | $333K | Hold |
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|
2016
Q1 | $325K | Buy |
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|
2015
Q4 | $438 | Sell |
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|
2015
Q3 | $413K | Buy |
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|
2015
Q2 | $447K | Buy |
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|
2015
Q1 | $374K | Hold |
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|
2014
Q4 | $370K | Hold |
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|
2014
Q3 | $353K | Hold |
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|
2014
Q2 | $355K | Sell |
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|
2014
Q1 | $379K | Hold |
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|
2013
Q4 | $373K | Hold |
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|
2013
Q3 | $341K | Hold |
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|
2013
Q2 | $322K | Buy |
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