Clifford Swan Investment Counsel’s Vanguard Total Stock Market ETF VTI Stock Holding History

Clifford Swan Investment Counsel’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.09M	Buy
2025 Q1	$2.63M	Buy
2024 Q4	$2.66M	Sell
2024 Q3	$2.64M	Hold
2024 Q2	$2.5M	Sell
2024 Q1	$2.52M	Buy
2023 Q4	$2.28M	Sell
2023 Q3	$2.13M	Hold
2023 Q2	$2.21M	Sell
2023 Q1	$2.08M	Sell
2022 Q4	$1.95M	Sell
2022 Q3	$1.85M	Sell
2022 Q2	$2.04M	Hold
2022 Q1	$2.46M	Hold
2021 Q4	$2.61M	Hold
2021 Q3	$2.57M	Sell
2021 Q2	$2.5M	Buy
2021 Q1	$2.17M	Hold
2020 Q4	$2.05M	Hold
2020 Q3	$1.79M	Sell
2020 Q2	$1.69M	Sell
2020 Q1	$1.42M	Buy
2019 Q4	$529K	Hold
2019 Q3	$488K	Hold
2019 Q2	$485K	Sell
2019 Q1	$476K	Hold
2018 Q4	$419K	Buy
2018 Q3	$488K	Sell
2018 Q2	$655K	Sell
2018 Q1	$665K	Sell
2017 Q4	$700K	Sell
2017 Q3	$663K	Hold
2017 Q2	$637K	Hold
2017 Q1	$621K	Buy
2016 Q4	$434K	Sell
2016 Q3	$433K	Hold
2016 Q2	$416K	Hold
2016 Q1	$407K	Buy
2015 Q4	$202K	Buy
2015 Q3	–	Sell
2015 Q2	$265K	Sell
2015 Q1	$288K	Sell
2014 Q4	$337K	Sell
2014 Q3	$376K	Hold
2014 Q2	$378K	Sell
2014 Q1	$430K	Sell
2013 Q4	$460K	Sell
2013 Q3	$438K	Sell
2013 Q2	$595K	Buy