Moneta Group Investment Advisors’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
Q2 | $153M | Buy |
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|
2025
Q1 | $133M | Buy |
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|
2024
Q4 | $102M | Buy |
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|
2024
Q3 | $97.4M | Sell |
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|
2024
Q2 | $95.3M | Sell |
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|
2024
Q1 | $93.1M | Buy |
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|
2023
Q4 | $67.2M | Sell |
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|
2023
Q3 | $63.2M | Sell |
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|
2023
Q2 | $66.8M | Buy |
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|
2023
Q1 | $56.1M | Sell |
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|
2022
Q4 | $122M | Buy |
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|
2022
Q3 | $14.5M | Sell |
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|
2022
Q2 | $16.1M | Buy |
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|
2022
Q1 | $13.6M | Sell |
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|
2021
Q4 | $14.7M | Buy |
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|
2021
Q3 | $12M | Buy |
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|
2021
Q2 | $11.1M | Buy |
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|
2021
Q1 | $9.7M | Buy |
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|
2020
Q4 | $2.96M | Buy |
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|
2020
Q3 | $2.44M | Buy |
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|
2020
Q2 | $2.06M | Sell |
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|
2020
Q1 | $1.74M | Buy |
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|
2019
Q4 | $807K | Sell |
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|
2019
Q3 | $751K | Buy |
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|
2019
Q2 | $737K | Sell |
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|
2019
Q1 | $773K | Buy |
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|
2018
Q4 | $654K | Sell |
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|
2018
Q3 | $940K | Sell |
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|
2018
Q2 | $1.12M | Buy |
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|
2018
Q1 | $773K | Buy |
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|
2017
Q4 | $696K | Buy |
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|
2017
Q3 | $636K | Sell |
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|
2017
Q2 | $612K | Sell |
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|
2017
Q1 | $601K | Sell |
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|
2016
Q4 | $576K | Buy |
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|
2016
Q3 | $551K | Sell |
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|
2016
Q2 | $564K | Buy |
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|
2016
Q1 | $551K | Buy |
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|
2015
Q4 | $313K | Hold |
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|
2015
Q3 | $297K | Hold |
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|
2015
Q2 | $321K | Sell |
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|
2015
Q1 | $331K | Buy |
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