Clarity Wealth 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 | $29.5M | Buy |
97,055
+2,029
| +2% | +$617K | 7.28% | 3 |
|
|
2025
Q1 | $26.1M | Buy |
95,026
+2,074
| +2% | +$570K | 7.24% | 3 |
|
|
2024
Q4 | $26.9M | Buy |
92,952
+1,990
| +2% | +$577K | 7.34% | 3 |
|
|
2024
Q3 | $25.8M | Buy |
90,962
+2,200
| +2% | +$623K | 7.49% | 3 |
|
|
2024
Q2 | $23.7M | Sell |
88,762
-2,080
| -2% | -$556K | 7.68% | 4 |
|
|
2024
Q1 | $23.6M | Buy |
90,842
+2,033
| +2% | +$528K | 7.98% | 2 |
|
|
2023
Q4 | $21.1M | Buy |
88,809
+3,649
| +4% | +$866K | 7.96% | 2 |
|
|
2023
Q3 | $18.1M | Buy |
85,160
+2,439
| +3% | +$518K | 8.21% | 2 |
|
|
2023
Q2 | $18.2M | Buy |
82,721
+2,294
| +3% | +$505K | 8.18% | 2 |
|
|
2023
Q1 | $16.4M | Buy |
80,427
+1,939
| +2% | +$396K | 8.37% | 2 |
|
|
2022
Q4 | $15M | Sell |
78,488
-274
| -0.3% | -$52.4K | 8.64% | 2 |
|
|
2022
Q3 | $14.1M | Buy |
78,762
+1,791
| +2% | +$321K | 8.52% | 2 |
|
|
2022
Q2 | $14.5M | Sell |
76,971
-546
| -0.7% | -$103K | 8.3% | 2 |
|
|
2022
Q1 | $17.6M | Buy |
77,517
+406
| +0.5% | +$92.4K | 8.38% | 2 |
|
|
2021
Q4 | $18.6M | Sell |
77,111
-82
| -0.1% | -$19.8K | 8.65% | 2 |
|
|
2021
Q3 | $17.1M | Buy |
77,193
+1,368
| +2% | +$304K | 8.44% | 1 |
|
|
2021
Q2 | $16.9M | Buy |
75,825
+1,816
| +2% | +$405K | 8.77% | 1 |
|
|
2021
Q1 | $15.3M | Buy |
74,009
+843
| +1% | +$174K | 8.72% | 1 |
|
|
2020
Q4 | $14.2M | Buy |
73,166
+52
| +0.1% | +$10.1K | 8.63% | 2 |
|
|
2020
Q3 | $12.5M | Sell |
73,114
-1,698
| -2% | -$289K | 8.93% | 2 |
|
|
2020
Q2 | $11.7M | Sell |
74,812
-145
| -0.2% | -$22.7K | 9.24% | 1 |
|
|
2020
Q1 | $9.66M | Buy |
74,957
+2,725
| +4% | +$351K | 10.05% | 1 |
|
|
2019
Q4 | $11.8M | Buy |
+72,232
| New | +$11.8M | 9.94% | 1 |
|