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Vanguard Total Stock Market ETF shares owned by Moulton Wealth Management

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Moulton Wealth Management from 13F filings

Historical chart of Moulton Wealth Management investment in Vanguard Total Stock Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Stock Market ETF held by Moulton Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Total Stock Market ETF by Moulton Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.5M 20k 282.75
2024-06-30 $259k 944 274.15
2022-06-30 $1.3M 5.5k 228.59
2022-03-31 $1.3M 5.5k 228.59
2021-12-31 $6.3M 26k 242.30
2021-09-30 $5.4M 24k 225.12
2021-06-30 $5.1M 23k 222.83
2021-03-31 $7.0M 33k 211.79
2020-12-31 $4.7M 24k 198.07
2019-12-31 $7.7M 47k 163.92