Moser Wealth Advisors’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 | $706K | Hold |
2,322
| – | – | 0.34% | 52 |
|
|
2025
Q1 | $638K | Buy |
2,322
+1,756
| +310% | +$483K | 0.33% | 54 |
|
|
2024
Q4 | $164K | Hold |
566
| – | – | 0.09% | 80 |
|
|
2024
Q3 | $160K | Hold |
566
| – | – | 0.08% | 82 |
|
|
2024
Q2 | $151K | Buy |
566
+60
| +12% | +$16.1K | 0.08% | 82 |
|
|
2024
Q1 | $132K | Sell |
506
-273
| -35% | -$71K | 0.07% | 82 |
|
|
2023
Q4 | $185K | Buy |
779
+675
| +649% | +$160K | 0.12% | 71 |
|
|
2023
Q3 | $22.1K | Hold |
104
| – | – | 0.02% | 97 |
|
|
2023
Q2 | $22.9K | Buy |
+104
| New | +$22.9K | 0.02% | 97 |
|
|
2022
Q4 | $19.9K | Hold |
104
| – | – | 0.02% | 98 |
|
|
2022
Q3 | $19K | Buy |
104
+26
| +33% | +$4.75K | 0.01% | 102 |
|
|
2022
Q2 | $15K | Buy |
78
+34
| +77% | +$6.54K | 0.01% | 104 |
|
|
2022
Q1 | $10K | Hold |
44
| – | – | 0.01% | 113 |
|
|
2021
Q4 | $11K | Buy |
44
+15
| +52% | +$3.75K | 0.01% | 113 |
|
|
2021
Q3 | $6K | Buy |
+29
| New | +$6K | ﹤0.01% | 125 |
|