Moneta Group Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Moneta Group Investment Advisors’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 Q1	$170M	Buy	529,490 +2,200	+0.4%	+$738K	1.28%	18
2025 Q4	$177M	Sell	527,290 -45,774	-8%	-$15.2M	1.34%	17
2025 Q3	$188M	Buy	573,064 +69,211	+14%	+$21.9M	1.49%	14
2025 Q2	$153M	Buy	503,853 +19,240	+4%	+$5.41M	1.82%	15
2025 Q1	$133M	Buy	484,613 +131,378	+37%	+$38.2M	1.84%	14
2024 Q4	$102M	Buy	353,235 +9,089	+3%	+$2.65M	1.43%	21
2024 Q3	$97.4M	Sell	344,146 -12,234	-3%	-$3.34M	1.42%	20
2024 Q2	$95.3M	Sell	356,380 -1,908	-0.5%	-$494K	1.52%	20
2024 Q1	$93.1M	Buy	358,288 +74,981	+26%	+$18.6M	1.52%	20
2023 Q4	$67.2M	Sell	283,307 -14,379	-5%	-$3.18M	1.33%	19
2023 Q3	$63.2M	Sell	297,686 -5,571	-2%	-$1.23M	1.44%	15
2023 Q2	$66.8M	Buy	303,257 +28,340	+10%	+$5.91M	1.48%	15
2023 Q1	$56.1M	Sell	274,917 -323,183	-54%	-$64.7M	1.35%	18
2022 Q4	$122M	Buy	598,100 +517,351	+641%	+$99.7M	3.35%	5
2022 Q3	$14.5M	Sell	80,749 -4,433	-5%	-$884K	0.55%	46
2022 Q2	$16.1M	Buy	85,182 +25,451	+43%	+$5.23M	0.55%	46
2022 Q1	$13.6M	Sell	59,731 -1,137	-2%	-$256K	0.53%	47
2021 Q4	$14.7M	Buy	60,868 +6,806	+13%	+$1.61M	0.6%	43
2021 Q3	$12M	Buy	54,062 +4,282	+9%	+$976K	0.55%	47
2021 Q2	$11.1M	Buy	49,780 +2,840	+6%	+$616K	0.51%	51
2021 Q1	$9.7M	Buy	46,940 +31,722	+208%	+$6.42M	0.51%	50
2020 Q4	$2.96M	Buy	15,218 +909	+6%	+$166K	0.21%	81
2020 Q3	$2.44M	Buy	14,309 +1,129	+9%	+$190K	0.21%	80
2020 Q2	$2.06M	Sell	13,180 -279	-2%	-$41.1K	0.2%	85
2020 Q1	$1.74M	Buy	13,459 +8,527	+173%	+$1.32M	0.18%	82
2019 Q4	$807K	Sell	4,932 -42	-0.8%	-$6.58K	0.07%	135
2019 Q3	$751K	Buy	4,974 +64	+1%	+$9.65K	0.07%	138
2019 Q2	$737K	Sell	4,910 -432	-8%	-$63.6K	0.07%	131
2019 Q1	$773K	Buy	5,342 +218	+4%	+$30.4K	0.08%	115
2018 Q4	$654K	Sell	5,124 -1,161	-18%	-$160K	0.08%	122
2018 Q3	$940K	Sell	6,285 -1,722	-22%	-$253K	0.1%	108
2018 Q2	$1.12M	Buy	8,007 +2,315	+41%	+$323K	0.13%	100
2018 Q1	$773K	Buy	5,692 +623	+12%	+$87.4K	0.1%	92
2017 Q4	$696K	Buy	5,069 +160	+3%	+$21.4K	0.11%	100
2017 Q3	$636K	Sell	4,909 -10	-0.2%	-$1.27K	0.1%	99
2017 Q2	$612K	Sell	4,919 -38	-0.8%	-$4.68K	0.1%	105
2017 Q1	$601K	Sell	4,957 -36	-0.7%	-$4.31K	0.12%	78
2016 Q4	$576K	Buy	4,993 +40	+0.8%	+$4.5K	0.12%	81
2016 Q3	$551K	Sell	4,953 -314	-6%	-$34.8K	0.13%	74
2016 Q2	$564K	Buy	5,267 +6	+0.1%	+$636	0.12%	103
2016 Q1	$551K	Buy	5,261 +2,257	+75%	+$224K	0.12%	98
2015 Q4	$313K	Hold	3,004	–	–	0.08%	106
2015 Q3	$297K	Hold	3,004	–	–	0.08%	103
2015 Q2	$321K	Sell	3,004 -82	-3%	-$8.95K	0.1%	98
2015 Q1	$331K	Buy	+3,086	New	+$330K	0.14%	113