Clayton Financial 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 | $629K | Sell |
2,070
-1,608
| -44% | -$489K | 0.75% | 16 |
|
|
2025
Q1 | $1.01M | Buy |
3,678
+216
| +6% | +$59.4K | 0.37% | 44 |
|
|
2024
Q4 | $1M | Buy |
3,462
+115
| +3% | +$33.3K | 0.36% | 42 |
|
|
2024
Q3 | $948K | Buy |
3,347
+1,414
| +73% | +$400K | 0.35% | 47 |
|
|
2024
Q2 | $502K | Buy |
1,933
+251
| +15% | +$65.2K | 0.22% | 59 |
|
|
2024
Q1 | $437K | Buy |
+1,682
| New | +$437K | 0.2% | 62 |
|