Moseley Investment Management’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 | $2.75M | Buy |
9,036
+703
| +8% | +$214K | 0.95% | 24 |
|
|
2025
Q1 | $2.29M | Sell |
8,333
-966
| -10% | -$265K | 0.9% | 28 |
|
|
2024
Q4 | $2.69M | Buy |
9,299
+584
| +7% | +$169K | 1.05% | 19 |
|
|
2024
Q3 | $2.47M | Buy |
8,715
+722
| +9% | +$204K | 0.98% | 22 |
|
|
2024
Q2 | $2.14M | Buy |
7,993
+1,074
| +16% | +$287K | 0.99% | 23 |
|
|
2024
Q1 | $1.8M | Buy |
6,919
+2,126
| +44% | +$553K | 0.89% | 29 |
|
|
2023
Q4 | $1.14M | Buy |
4,793
+555
| +13% | +$132K | 0.63% | 42 |
|
|
2023
Q3 | $900K | Buy |
4,238
+7
| +0.2% | +$1.49K | 0.54% | 47 |
|
|
2023
Q2 | $932K | Buy |
4,231
+36
| +0.9% | +$7.93K | 0.54% | 48 |
|
|
2023
Q1 | $856K | Sell |
4,195
-354
| -8% | -$72.2K | 0.56% | 47 |
|
|
2022
Q4 | $870K | Buy |
4,549
+373
| +9% | +$71.3K | 0.62% | 40 |
|
|
2022
Q3 | $749K | Buy |
4,176
+680
| +19% | +$122K | 0.55% | 46 |
|
|
2022
Q2 | $659K | Buy |
3,496
+657
| +23% | +$124K | 0.46% | 56 |
|
|
2022
Q1 | $646K | Buy |
2,839
+306
| +12% | +$69.6K | 0.35% | 75 |
|
|
2021
Q4 | $612K | Buy |
2,533
+103
| +4% | +$24.9K | 0.28% | 89 |
|
|
2021
Q3 | $547K | Buy |
2,430
+123
| +5% | +$27.7K | 0.27% | 95 |
|
|
2021
Q2 | $514K | Buy |
2,307
+124
| +6% | +$27.6K | 0.25% | 97 |
|
|
2021
Q1 | $451K | Buy |
2,183
+22
| +1% | +$4.55K | 0.25% | 99 |
|
|
2020
Q4 | $421K | Sell |
2,161
-485
| -18% | -$94.5K | 0.24% | 99 |
|
|
2020
Q3 | $451K | Sell |
2,646
-441
| -14% | -$75.2K | 0.32% | 80 |
|
|
2020
Q2 | $483K | Buy |
3,087
+3
| +0.1% | +$469 | 0.4% | 68 |
|
|
2020
Q1 | $398K | Buy |
3,084
+169
| +6% | +$21.8K | 0.47% | 63 |
|
|
2019
Q4 | $477K | Buy |
2,915
+2
| +0.1% | +$327 | 0.47% | 63 |
|
|
2019
Q3 | $440K | Buy |
2,913
+22
| +0.8% | +$3.32K | 0.46% | 63 |
|
|
2019
Q2 | $434K | Buy |
2,891
+69
| +2% | +$10.4K | 0.4% | 71 |
|
|
2019
Q1 | $408K | Buy |
+2,822
| New | +$408K | 0.42% | 65 |
|