Mosaic Financial Group’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
$2.1M Hold
2025
Q1
$1.9M Buy
2024
Q4
$2M Sell
2024
Q3
$1.96M Sell
2024
Q2
$2.16M Sell
2024
Q1
$2.11M Buy