Clark Financial Services Group’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 | $345K | Hold |
1,136
| – | – | 0.21% | 76 |
|
|
2025
Q1 | $312K | Sell |
1,136
-1,876
| -62% | -$516K | 0.22% | 72 |
|
|
2024
Q4 | $873K | Buy |
3,012
+2,158
| +253% | +$625K | 0.67% | 22 |
|
|
2024
Q3 | $242K | Hold |
854
| – | – | 0.22% | 62 |
|
|
2024
Q2 | $229K | Buy |
854
+4
| +0.5% | +$1.07K | 0.24% | 54 |
|
|
2024
Q1 | $221K | Hold |
850
| – | – | 0.27% | 53 |
|
|
2023
Q4 | $201K | Buy |
+850
| New | +$201K | 0.26% | 58 |
|