MAWA
Moss Adams Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265M | Buy |
869,024
+44,444
| +5% | +$13.5M | 24.04% | 1 |
|
|
2025
Q1 | $227M | Buy |
824,580
+42,122
| +5% | +$11.6M | 23.86% | 1 |
|
|
2024
Q4 | $227M | Buy |
782,458
+13,451
| +2% | +$3.9M | 23.97% | 1 |
|
|
2024
Q3 | $218M | Buy |
769,007
+32,239
| +4% | +$9.15M | 23.89% | 1 |
|
|
2024
Q2 | $198M | Buy |
736,768
+37,302
| +5% | +$10M | 27.27% | 1 |
|
|
2024
Q1 | $182M | Buy |
699,466
+209,346
| +43% | +$54.4M | 29.21% | 1 |
|
|
2023
Q4 | $116M | Buy |
490,120
+488,915
| +40,574% | +$116M | 24.24% | 1 |
|
|
2023
Q3 | $256K | Sell |
1,205
-107
| -8% | -$22.7K | 0.09% | 74 |
|
|
2023
Q2 | $289K | Sell |
1,312
-2,716
| -67% | -$598K | 0.09% | 66 |
|
|
2023
Q1 | $822K | Sell |
4,028
-3,027
| -43% | -$618K | 0.28% | 30 |
|
|
2022
Q4 | $1.35M | Buy |
+7,055
| New | +$1.35M | 0.67% | 28 |
|