Clearwater Capital Advisors’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 | $744K | Buy |
2,448
+27
| +1% | +$8.21K | 0.07% | 89 |
|
|
2025
Q1 | $665K | Hold |
2,421
| – | – | 0.06% | 91 |
|
|
2024
Q4 | $702K | Sell |
2,421
-216
| -8% | -$62.6K | 0.07% | 89 |
|
|
2024
Q3 | $747K | Sell |
2,637
-307
| -10% | -$86.9K | 0.07% | 87 |
|
|
2024
Q2 | $788K | Buy |
2,944
+1,239
| +73% | +$331K | 0.08% | 78 |
|
|
2024
Q1 | $443K | Sell |
1,705
-414
| -20% | -$108K | 0.05% | 99 |
|
|
2023
Q4 | $503K | Buy |
2,119
+10
| +0.5% | +$2.37K | 0.06% | 94 |
|
|
2023
Q3 | $448K | Sell |
2,109
-94
| -4% | -$20K | 0.05% | 90 |
|
|
2023
Q2 | $485K | Sell |
2,203
-27
| -1% | -$5.95K | 0.06% | 91 |
|
|
2023
Q1 | $455K | Sell |
2,230
-63
| -3% | -$12.9K | 0.06% | 94 |
|
|
2022
Q4 | $438K | Buy |
2,293
+56
| +3% | +$10.7K | 0.06% | 100 |
|
|
2022
Q3 | $401K | Buy |
2,237
+44
| +2% | +$7.89K | 0.06% | 107 |
|
|
2022
Q2 | $414K | Sell |
2,193
-4
| -0.2% | -$755 | 0.06% | 101 |
|
|
2022
Q1 | $500K | Sell |
2,197
-35
| -2% | -$7.97K | 0.06% | 103 |
|
|
2021
Q4 | $539K | Buy |
2,232
+64
| +3% | +$15.5K | 0.06% | 103 |
|
|
2021
Q3 | $481K | Hold |
2,168
| – | – | 0.06% | 104 |
|
|
2021
Q2 | $483K | Buy |
2,168
+6
| +0.3% | +$1.34K | 0.06% | 106 |
|
|
2021
Q1 | $447K | Buy |
2,162
+575
| +36% | +$119K | 0.06% | 111 |
|
|
2020
Q4 | $309K | Buy |
1,587
+375
| +31% | +$73K | 0.04% | 117 |
|
|
2020
Q3 | $206K | Buy |
+1,212
| New | +$206K | 0.03% | 136 |
|
|
2018
Q2 | – | Sell |
-617
| Closed | -$84K | – | 551 |
|
|
2018
Q1 | $84K | Buy |
+617
| New | +$84K | 0.02% | 248 |
|