Mosaic Financial Group’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 | $2.1M | Hold |
6,919
| – | – | 1.61% | 11 |
|
|
2025
Q1 | $1.9M | Buy |
6,919
+9
| +0.1% | +$2.47K | 1.55% | 12 |
|
|
2024
Q4 | $2M | Sell |
6,910
-26
| -0.4% | -$7.53K | 1.44% | 14 |
|
|
2024
Q3 | $1.96M | Sell |
6,936
-1,135
| -14% | -$321K | 1.39% | 13 |
|
|
2024
Q2 | $2.16M | Sell |
8,071
-37
| -0.5% | -$9.9K | 1.55% | 12 |
|
|
2024
Q1 | $2.11M | Buy |
+8,108
| New | +$2.11M | 1.69% | 11 |
|