Moulton Wealth 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 | $11.2M | Buy |
36,415
+26,464
| +266% | +$8.15M | 8.48% | 2 |
|
|
2025
Q1 | $2.73M | Sell |
9,951
-24,797
| -71% | -$6.82M | 2.09% | 14 |
|
|
2024
Q4 | $10.1M | Buy |
34,748
+15,252
| +78% | +$4.42M | 7.73% | 5 |
|
|
2024
Q3 | $5.51M | Buy |
19,496
+18,552
| +1,965% | +$5.25M | 4.6% | 4 |
|
|
2024
Q2 | $259K | Buy |
+944
| New | +$259K | 0.23% | 28 |
|
|
2022
Q3 | – | Sell |
-5,534
| Closed | -$1.27M | – | 18 |
|
|
2022
Q2 | $1.27M | Hold |
5,534
| – | – | 1.32% | 13 |
|
|
2022
Q1 | $1.27M | Sell |
5,534
-20,648
| -79% | -$4.72M | 1.32% | 13 |
|
|
2021
Q4 | $6.34M | Buy |
26,182
+2,168
| +9% | +$525K | 4.64% | 7 |
|
|
2021
Q3 | $5.41M | Buy |
24,014
+1,162
| +5% | +$262K | 4.04% | 8 |
|
|
2021
Q2 | $5.09M | Sell |
22,852
-10,119
| -31% | -$2.25M | 3.72% | 13 |
|
|
2021
Q1 | $6.98M | Buy |
32,971
+9,217
| +39% | +$1.95M | 5.27% | 8 |
|
|
2020
Q4 | $4.71M | Buy |
+23,754
| New | +$4.71M | 3.79% | 12 |
|
|
2020
Q1 | – | Sell |
-46,766
| Closed | -$7.67M | – | 28 |
|
|
2019
Q4 | $7.67M | Buy |
+46,766
| New | +$7.67M | 6.34% | 4 |
|