CWA
Clarus Wealth Advisors’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 | $2.74M | Buy |
8,982
+2,884
| +47% | +$881K | 1.27% | 20 |
|
|
2025
Q1 | $1.64M | Sell |
6,098
-966
| -14% | -$259K | 0.88% | 29 |
|
|
2024
Q4 | $2.03M | Buy |
7,064
+7
| +0.1% | +$2.01K | 1.01% | 23 |
|
|
2024
Q3 | $1.98M | Sell |
7,057
-131
| -2% | -$36.7K | 1.01% | 22 |
|
|
2024
Q2 | $1.98M | Buy |
7,188
+543
| +8% | +$149K | 1.05% | 21 |
|
|
2024
Q1 | $1.69M | Sell |
6,645
-1,043
| -14% | -$266K | 0.96% | 26 |
|
|
2023
Q4 | $1.82M | Buy |
+7,688
| New | +$1.82M | 1.08% | 23 |
|
|
2023
Q2 | $1.61M | Sell |
7,371
-55
| -0.7% | -$12K | 0.98% | 26 |
|
|
2023
Q1 | $1.51M | Buy |
7,426
+3,643
| +96% | +$740K | 0.95% | 27 |
|
|
2022
Q4 | $740K | Sell |
3,783
-18,687
| -83% | -$3.66M | 0.49% | 42 |
|
|
2022
Q3 | $4.07M | Sell |
22,470
-2,017
| -8% | -$365K | 2.9% | 11 |
|
|
2022
Q2 | $4.71M | Sell |
24,487
-6,160
| -20% | -$1.18M | 3.31% | 10 |
|
|
2022
Q1 | $6.78M | Sell |
30,647
-5,930
| -16% | -$1.31M | 4.22% | 3 |
|
|
2021
Q4 | $8.72M | Buy |
36,577
+1,545
| +4% | +$368K | 5.02% | 6 |
|
|
2021
Q3 | $7.84M | Buy |
35,032
+6,802
| +24% | +$1.52M | 4.82% | 6 |
|
|
2021
Q2 | $6.39M | Buy |
28,230
+4,385
| +18% | +$993K | 4% | 6 |
|
|
2021
Q1 | $5.11M | Buy |
23,845
+3,295
| +16% | +$706K | 3.2% | 5 |
|
|
2020
Q4 | $4.07M | Buy |
20,550
+5,786
| +39% | +$1.15M | 2.71% | 8 |
|
|
2020
Q3 | $2.53M | Buy |
14,764
+2,245
| +18% | +$385K | 1.96% | 13 |
|
|
2020
Q2 | $1.99M | Buy |
12,519
+1,684
| +16% | +$268K | 1.68% | 14 |
|
|
2020
Q1 | $1.34M | Sell |
10,835
-13,535
| -56% | -$1.67M | 1.34% | 15 |
|
|
2019
Q4 | $4.04M | Sell |
24,370
-612
| -2% | -$102K | 2.67% | 8 |
|
|
2019
Q3 | $3.77M | Buy |
24,982
+1,068
| +4% | +$161K | 2.76% | 11 |
|
|
2019
Q2 | $3.59M | Buy |
23,914
+9,139
| +62% | +$1.37M | 2.59% | 10 |
|
|
2019
Q1 | $2.14M | Buy |
14,775
+7,666
| +108% | +$1.11M | 1.6% | 13 |
|
|
2018
Q4 | $907K | Sell |
7,109
-8,863
| -55% | -$1.13M | 1.43% | 8 |
|
|
2018
Q3 | $2.39M | Buy |
15,972
+4,542
| +40% | +$680K | 1.56% | 9 |
|
|
2018
Q2 | $1.55M | Hold |
11,430
| – | – | 1.17% | 11 |
|
|
2018
Q1 | $1.55M | Buy |
+11,430
| New | +$1.55M | 1.43% | 11 |
|