Clear Perspectives Financial Planning’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
2023
Q1
$2.04M Sell
2022
Q4
$1.93M Buy
2022
Q3
$1.78M Sell
2022
Q2
$1.88M Sell
2022
Q1
$2.59M Buy
2021
Q4
$2.55M Buy
2021
Q3
$2.29M Buy
2021
Q2
$2.07M Buy
2021
Q1
$1.89M Sell
2020
Q4
$1.78M Buy