CF
Clarity Financial’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 | $889K | Buy |
2,926
+261
| +10% | +$79.3K | 0.1% | 54 |
|
|
2025
Q1 | $733K | Sell |
2,665
-885
| -25% | -$243K | 0.08% | 53 |
|
|
2024
Q4 | $1.03M | Sell |
3,550
-472
| -12% | -$137K | 0.12% | 51 |
|
|
2024
Q3 | $1.14M | Buy |
4,022
+640
| +19% | +$181K | 0.13% | 61 |
|
|
2024
Q2 | $905K | Buy |
3,382
+428
| +14% | +$115K | 0.13% | 52 |
|
|
2024
Q1 | $768K | Buy |
2,954
+453
| +18% | +$118K | 0.12% | 56 |
|
|
2023
Q4 | $593K | Buy |
2,501
+300
| +14% | +$71.2K | 0.1% | 57 |
|
|
2023
Q3 | $467K | Buy |
2,201
+96
| +5% | +$20.4K | 0.08% | 68 |
|
|
2023
Q2 | $464K | Buy |
+2,105
| New | +$464K | 0.07% | 68 |
|
|
2023
Q1 | – | Sell |
-1,572
| Closed | -$301K | – | 89 |
|
|
2022
Q4 | $301K | Buy |
1,572
+211
| +16% | +$40.3K | 0.06% | 76 |
|
|
2022
Q3 | $244K | Buy |
1,361
+180
| +15% | +$32.3K | 0.06% | 75 |
|
|
2022
Q2 | $223K | Buy |
+1,181
| New | +$223K | 0.05% | 79 |
|
|
2022
Q1 | – | Sell |
-1,137
| Closed | -$275K | – | 112 |
|
|
2021
Q4 | $275K | Buy |
1,137
+202
| +22% | +$48.9K | 0.04% | 86 |
|
|
2021
Q3 | $208K | Sell |
935
-17
| -2% | -$3.78K | 0.03% | 89 |
|
|
2021
Q2 | $212K | Buy |
+952
| New | +$212K | 0.04% | 104 |
|