Moulton Wealth Management’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
Q3 | $9.33M | Sell |
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|
2025
Q2 | $11.2M | Buy |
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|
2025
Q1 | $2.73M | Sell |
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|
2024
Q4 | $10.1M | Buy |
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|
2024
Q3 | $5.51M | Buy |
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|
2024
Q2 | $259K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.26M | Hold |
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|
2022
Q1 | $1.26M | Sell |
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|
2021
Q4 | $6.34M | Buy |
|
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|
2021
Q3 | $5.41M | Buy |
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|
2021
Q2 | $5.09M | Sell |
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|
2021
Q1 | $6.98M | Buy |
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|
2020
Q4 | $4.71M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $7.67M | Buy |
|