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

Moulton Wealth Management, Inc

  • $118 Million
  • Q3 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 19,496 shares of VTI stock, worth $5.71 Million. This represents 4.68% of its overall portfolio holdings.

Number of Shares
19,496
Previous 944 1965.25%
Holding current value
$5.71 Million
Previous $252,000 2090.48%
% of portfolio
4.68%
Previous 0.24%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,041
Shares Held
453M
Call Options Held
1.81M
Put Options Held
618K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
Track This Portfolio

Track Moulton Wealth Management, Inc Portfolio

Follow Moulton Wealth Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Moulton Wealth Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Moulton Wealth Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email