Claris Financial’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
$582K Buy
1,914
+3
+0.2% +$912 0.44% 67
2025
Q1
$554K Hold
1,911
0.36% 69
2024
Q4
$554K Buy
+1,911
New +$554K 0.36% 69