Moss Adams Wealth Advisors LLC Vanguard Total Stock Market Et Transaction History

Moss Adams Wealth Advisors LLC

$946 Billion
Q4 2024

A detailed history of Moss Adams Wealth Advisors LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 782,458 shares of VTI stock, worth $234 Million. This represents 23.97% of its overall portfolio holdings.

Number of Shares

782,458

Previous 769,007 1.75%

Holding current value

$234 Million

Previous $218 Billion 3.89%

% of portfolio

23.97%

Previous 23.89%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$280.04 - $302.45 $3.77 Million - $4.07 Million	13,451 Added 1.75%	782,458 $227 Billion
Q3 2024 Oct 17, 2024	BUY	$255.18 - $283.2 $8.23 Million - $9.13 Million	32,239 Added 4.38%	769,007 $218 Billion
Q2 2024 Jul 23, 2024	BUY	$245.23 - $269.4 $9.15 Million - $10 Million	37,302 Added 5.33%	736,768 $198 Billion
Q1 2024 May 07, 2024	BUY	$232.77 - $260.14 $48.7 Million - $54.5 Million	209,346 Added 42.71%	699,466 $182 Billion
Q4 2023 Feb 06, 2024	BUY	$203.12 - $238.25 $99.3 Million - $116 Million	488,915 Added 40573.86%	490,120 $116 Billion
Q3 2023 Dec 20, 2023	SELL	$211.41 - $228.35 $22,620 - $24,433	-107 Reduced 8.16%	1,205 $256 Million
Q2 2023 Dec 20, 2023	SELL	$200.75 - $220.28 $545,237 - $598,280	-2,716 Reduced 67.43%	1,312 $289 Million
Q1 2023 Dec 20, 2023	SELL	$189.85 - $210.01 $574,675 - $635,700	-3,027 Reduced 42.91%	4,028 $822 Million
Q4 2022 Dec 20, 2023	BUY	$179.3 - $204.18 $1.26 Million - $1.44 Million	7,055 New	7,055 $1.35 Billion

Others Institutions Holding VTI

# of Institutions

3,140

Shares Held

475M

Call Options Held

1.8M

Put Options Held

620K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Moss Adams Wealth Advisors LLC Vanguard Total Stock Market Et Transaction History