Moser Wealth Advisors, LLC VTI Holdings History
Moser Wealth Advisors, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Moser Wealth Advisors, LLC held 2,322.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $638,180.00. This investment constitutes 0.33% of their stock portfolio, and Moser Wealth Advisors, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2021Q3. And since then Moser Wealth Advisors, LLC has made 7 purchases of VTI, at an average price of $268.67, for a total of 2,595.00 shares. In addition, there have been 1 sales at an average price of $247.40 for 273.00 shares. Based on historical transaction data and VTI's current price of $309.09, Moser Wealth Advisors, LLC's estimated gain on his VTI holdings is $88,058.41, reflecting a 12.63% gain to date.
Moser Wealth Advisors, LLC VTI ($309.09) Holding Chart
Moser Wealth Advisors, LLC VTI ($309.09) 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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