CA
Claar Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-54,219
| Closed | -$14.9M | – | 19 |
|
|
2025
Q1 | $14.9M | Buy |
+54,219
| New | +$14.9M | 5.03% | 5 |
|
|
2020
Q2 | – | Sell |
-70,000
| Closed | -$9.02M | – | 35 |
|
|
2020
Q1 | $9.02M | Sell |
70,000
-52,500
| -43% | -$6.77M | 4.79% | 7 |
|
|
2019
Q4 | $20K | Hold |
122,500
| – | – | 7.03% | 4 |
|
|
2019
Q3 | $18.5M | Hold |
122,500
| – | – | 8.11% | 3 |
|
|
2019
Q2 | $18.4M | Hold |
122,500
| – | – | 8.34% | 3 |
|
|
2019
Q1 | $17.7M | Hold |
122,500
| – | – | 8.53% | 3 |
|
|
2018
Q4 | $15.6M | Buy |
+122,500
| New | +$15.6M | 8.99% | 2 |
|