Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $2.04M | Sell |
10,017
-100
| -1% | -$20.4K | 1.15% | 20 |
|
|
2022
Q4 | $1.93M | Buy |
10,117
+172
| +2% | +$32.9K | 1.03% | 22 |
|
|
2022
Q3 | $1.79M | Sell |
9,945
-5
| -0.1% | -$897 | 0.88% | 23 |
|
|
2022
Q2 | $1.88M | Sell |
9,950
-1,427
| -13% | -$269K | 0.73% | 23 |
|
|
2022
Q1 | $2.59M | Buy |
11,377
+817
| +8% | +$186K | 0.98% | 25 |
|
|
2021
Q4 | $2.55M | Buy |
10,560
+232
| +2% | +$56K | 1.03% | 25 |
|
|
2021
Q3 | $2.29M | Buy |
10,328
+1,029
| +11% | +$228K | 1.04% | 25 |
|
|
2021
Q2 | $2.07M | Buy |
9,299
+175
| +2% | +$39K | 1% | 24 |
|
|
2021
Q1 | $1.89M | Sell |
9,124
-49
| -0.5% | -$10.1K | 1.09% | 23 |
|
|
2020
Q4 | $1.79M | Buy |
+9,173
| New | +$1.79M | 1.13% | 22 |
|