Clear Perspective Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $887K | Buy |
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|
2021
Q3 | $805K | Buy |
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|
2021
Q2 | $795K | Sell |
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|
2021
Q1 | $742K | Hold |
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|
2020
Q4 | $699K | Sell |
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|
2020
Q3 | $1.24K | Buy |
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|
2020
Q2 | $502K | Buy |
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|
2020
Q1 | $364K | Buy |
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|
2019
Q4 | $412K | Sell |
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|
2019
Q3 | $775K | Buy |
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|
2019
Q2 | $386K | Sell |
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|
2019
Q1 | $404K | Sell |
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|
2018
Q4 | $428K | Sell |
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|
2018
Q3 | $606K | Buy |
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|
2018
Q2 | $585K | Sell |
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|
2018
Q1 | $566K | Sell |
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|
2017
Q4 | $636K | Buy |
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|
2017
Q3 | $597K | Buy |
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|
2017
Q2 | $555K | Buy |
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|
2017
Q1 | $296K | Buy |
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|
2016
Q4 | $95K | Buy |
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