Clarity Capital 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 | $12.4M | Sell |
40,804
-2,368
| -5% | -$720K | 7.23% | 2 |
|
|
2025
Q1 | $11.9M | Sell |
43,172
-31
| -0.1% | -$8.52K | 7.79% | 1 |
|
|
2024
Q4 | $12.5M | Sell |
43,203
-29
| -0.1% | -$8.41K | 8.39% | 1 |
|
|
2024
Q3 | $12.2M | Buy |
43,232
+6,761
| +19% | +$1.91M | 8.78% | 1 |
|
|
2024
Q2 | $9.76M | Sell |
36,471
-384
| -1% | -$103K | 7.54% | 2 |
|
|
2024
Q1 | $9.58M | Buy |
36,855
+505
| +1% | +$131K | 7.64% | 2 |
|
|
2023
Q4 | $8.62M | Buy |
+36,350
| New | +$8.62M | 7.49% | 2 |
|