Moss Adams Wealth Advisors’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 | $265M | Buy |
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|
2025
Q1 | $227M | Buy |
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|
2024
Q4 | $227M | Buy |
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|
2024
Q3 | $218M | Buy |
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|
2024
Q2 | $198M | Buy |
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|
2024
Q1 | $182M | Buy |
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|
2023
Q4 | $116M | Buy |
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|
2023
Q3 | $256K | Sell |
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|
2023
Q2 | $289K | Sell |
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|
2023
Q1 | $822K | Sell |
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|
2022
Q4 | $1.35M | Buy |
|