Moulton Wealth Management, Inc Vanguard Total Stock Market Et Transaction History

Moulton Wealth Management, Inc

$129 Million
Q4 2024

A detailed history of Moulton Wealth Management, Inc transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 34,748 shares of VTI stock, worth $9.5 Million. This represents 7.82% of its overall portfolio holdings.

Number of Shares

34,748

Previous 19,496 78.23%

Holding current value

$9.5 Million

Previous $5.52 Million 82.43%

% of portfolio

7.82%

Previous 4.68%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$280.04 - $302.45 $4.27 Million - $4.61 Million	15,252 Added 78.23%	34,748 $10.1 Million
Q3 2024 Oct 17, 2024	BUY	$255.18 - $283.2 $4.73 Million - $5.25 Million	18,552 Added 1965.25%	19,496 $5.52 Million
Q2 2024 Jul 16, 2024	BUY	$245.23 - $269.4 $231,497 - $254,313	944 New	944 $252,000
Q1 2022 Apr 19, 2022	SELL	$209.9 - $242.97 $4.33 Million - $5.02 Million	-20,648 Reduced 78.86%	5,534 $1.27 Million
Q4 2021 Jan 12, 2022	BUY	$221.73 - $242.96 $480,710 - $526,737	2,168 Added 9.03%	26,182 $6.34 Million
Q3 2021 Oct 12, 2021	BUY	$219.23 - $234.37 $254,745 - $272,337	1,162 Added 5.08%	24,014 $5.41 Million
Q2 2021 Jul 20, 2021	SELL	$209.28 - $222.82 $2.12 Million - $2.25 Million	-10,119 Reduced 30.69%	22,852 $5.09 Million
Q1 2021 Apr 08, 2021	BUY	$191.87 - $208.85 $1.77 Million - $1.92 Million	9,217 Added 38.8%	32,971 $6.98 Million
Q4 2020 Jan 12, 2021	BUY	$166.99 - $194.64 $3.97 Million - $4.62 Million	23,754 New	23,754 $4.71 Million
Q1 2020 Apr 13, 2020	SELL	$111.91 - $172.17 $5.23 Million - $8.05 Million	-46,766 Closed	0 $0
Q4 2019 Jan 08, 2020	BUY	$146.61 - $164.29 $6.86 Million - $7.68 Million	46,766 New	46,766 $7.67 Million

Others Institutions Holding VTI

# of Institutions

3,387

Shares Held

470M

Call Options Held

1.31M

Put Options Held

1.13M

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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Moulton Wealth Management, Inc Vanguard Total Stock Market Et Transaction History