Claris Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.04M | Hold |
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|
2025
Q2 | $1.04M | Hold |
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|
2025
Q1 | $941K | Sell |
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|
2024
Q4 | $996K | Buy |
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|
2024
Q3 | $970K | Buy |
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|
2024
Q2 | $915K | Sell |
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|
2024
Q1 | $889K | Buy |
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|
2023
Q4 | $810K | Buy |
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|
2023
Q3 | $510K | Buy |
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|
2023
Q2 | $474K | Buy |
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|
2023
Q1 | $424K | Buy |
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|
2022
Q4 | $397K | Buy |
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|
2022
Q3 | $372K | Hold |
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|
2022
Q2 | $391K | Buy |
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|
2022
Q1 | $411K | Buy |
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|
2021
Q4 | $435K | Buy |
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