Mosaic Family Wealth Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
7,228
+61
| +0.9% | +$18.5K | 0.28% | 46 |
|
|
2025
Q1 | $1.97M | Buy |
7,167
+403
| +6% | +$111K | 0.28% | 41 |
|
|
2024
Q4 | $1.96M | Buy |
6,764
+32
| +0.5% | +$9.27K | 0.28% | 39 |
|
|
2024
Q3 | $1.91M | Buy |
6,732
+494
| +8% | +$140K | 0.28% | 39 |
|
|
2024
Q2 | $1.67M | Buy |
6,238
+897
| +17% | +$240K | 0.27% | 42 |
|
|
2024
Q1 | $1.39M | Sell |
5,341
-31
| -0.6% | -$8.06K | 0.23% | 54 |
|
|
2023
Q4 | $1.27M | Buy |
5,372
+1,342
| +33% | +$318K | 0.22% | 51 |
|
|
2023
Q3 | $856K | Buy |
4,030
+78
| +2% | +$16.6K | 0.17% | 74 |
|
|
2023
Q2 | $870K | Sell |
3,952
-149
| -4% | -$32.8K | 0.17% | 72 |
|
|
2023
Q1 | $837K | Buy |
4,101
+668
| +19% | +$136K | 0.18% | 72 |
|
|
2022
Q4 | $656K | Buy |
+3,433
| New | +$656K | 0.19% | 81 |
|