Claris Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Hold |
3,424
| – | – | 0.36% | 30 |
|
|
2025
Q1 | $941K | Sell |
3,424
-12
| -0.3% | -$3.3K | 0.35% | 29 |
|
|
2024
Q4 | $996K | Buy |
3,436
+11
| +0.3% | +$3.19K | 0.37% | 28 |
|
|
2024
Q3 | $970K | Buy |
3,425
+6
| +0.2% | +$1.7K | 0.42% | 27 |
|
|
2024
Q2 | $915K | Sell |
3,419
-1
| -0% | -$268 | 0.47% | 25 |
|
|
2024
Q1 | $889K | Buy |
3,420
+6
| +0.2% | +$1.56K | 0.45% | 23 |
|
|
2023
Q4 | $810K | Buy |
3,414
+1,012
| +42% | +$240K | 0.45% | 21 |
|
|
2023
Q3 | $510K | Buy |
2,402
+248
| +12% | +$52.7K | 0.33% | 24 |
|
|
2023
Q2 | $474K | Buy |
2,154
+76
| +4% | +$16.7K | 0.33% | 23 |
|
|
2023
Q1 | $424K | Buy |
2,078
+2
| +0.1% | +$408 | 0.31% | 23 |
|
|
2022
Q4 | $397K | Buy |
2,076
+2
| +0.1% | +$382 | 0.38% | 26 |
|
|
2022
Q3 | $372K | Hold |
2,074
| – | – | 0.43% | 20 |
|
|
2022
Q2 | $391K | Buy |
2,074
+270
| +15% | +$50.9K | 0.42% | 20 |
|
|
2022
Q1 | $411K | Buy |
1,804
+1
| +0.1% | +$228 | 0.44% | 23 |
|
|
2021
Q4 | $435K | Buy |
+1,803
| New | +$435K | 0.46% | 22 |
|