MOULTON WEALTH MANAGEMENT, INC VTI Holdings History
MOULTON WEALTH MANAGEMENT, INC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-06-30, MOULTON WEALTH MANAGEMENT, INC held 36,415.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $11.22 Mil. This investment constitutes 8.48% of their stock portfolio, and MOULTON WEALTH MANAGEMENT, INC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2019Q4. And since then MOULTON WEALTH MANAGEMENT, INC has made 8 purchases of VTI, at an average price of $218.49, for a total of 144,279.00 shares. In addition, there have been 5 sales at an average price of $207.77 for 107,864.00 shares. Based on historical transaction data and VTI's current price of $307.02, MOULTON WEALTH MANAGEMENT, INC's estimated gain on his VTI holdings is $2.07 Mil, reflecting a 6.56% gain to date.
MOULTON WEALTH MANAGEMENT, INC VTI ($307.02) Holding Chart
MOULTON WEALTH MANAGEMENT, INC VTI ($307.02) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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