Clear Creek Financial Management’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 | $3.94M | Buy |
12,979
+425
| +3% | +$129K | 0.38% | 55 |
|
|
2025
Q1 | $3.45M | Buy |
12,554
+1,010
| +9% | +$278K | 0.36% | 61 |
|
|
2024
Q4 | $3.35M | Buy |
11,544
+194
| +2% | +$56.2K | 0.36% | 56 |
|
|
2024
Q3 | $3.21M | Sell |
11,350
-1,234
| -10% | -$349K | 0.36% | 54 |
|
|
2024
Q2 | $3.37M | Sell |
12,584
-277
| -2% | -$74.1K | 0.41% | 54 |
|
|
2024
Q1 | $3.34M | Buy |
12,861
+2,653
| +26% | +$690K | 0.43% | 50 |
|
|
2023
Q4 | $2.42M | Buy |
10,208
+536
| +6% | +$127K | 0.38% | 56 |
|
|
2023
Q3 | $2.05M | Sell |
9,672
-134
| -1% | -$28.5K | 0.36% | 62 |
|
|
2023
Q2 | $2.16M | Sell |
9,806
-195
| -2% | -$43K | 0.37% | 62 |
|
|
2023
Q1 | $2.04M | Buy |
10,001
+1,110
| +12% | +$227K | 0.39% | 59 |
|
|
2022
Q4 | $1.7M | Buy |
8,891
+328
| +4% | +$62.7K | 0.37% | 66 |
|
|
2022
Q3 | $1.54M | Buy |
8,563
+338
| +4% | +$60.7K | 0.34% | 61 |
|
|
2022
Q2 | $1.55M | Buy |
8,225
+5,724
| +229% | +$1.08M | 0.32% | 63 |
|
|
2022
Q1 | $569K | Sell |
2,501
-612
| -20% | -$139K | 0.09% | 172 |
|
|
2021
Q4 | $752K | Sell |
3,113
-567
| -15% | -$137K | 0.11% | 148 |
|
|
2021
Q3 | $817K | Buy |
3,680
+38
| +1% | +$8.44K | 0.13% | 147 |
|
|
2021
Q2 | $811K | Buy |
+3,642
| New | +$811K | 0.13% | 142 |
|
|
2021
Q1 | – | Sell |
-2,925
| Closed | -$569K | – | 258 |
|
|
2020
Q4 | $569K | Sell |
2,925
-1,126,889
| -100% | -$219M | 0.11% | 171 |
|
|
2020
Q3 | $192M | Buy |
1,129,814
+1,126,817
| +37,598% | +$192M | 8.73% | 4 |
|
|
2020
Q2 | $469K | Buy |
+2,997
| New | +$469K | 0.12% | 123 |
|