Clark Financial Services Group’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
$371K Sell
2025
Q2
$345K Hold
2025
Q1
$312K Sell
2024
Q4
$873K Buy
2024
Q3
$242K Hold
2024
Q2
$229K Buy
2024
Q1
$221K Hold
2023
Q4
$201K Buy