CRA Financial Services’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 | $1.64M | Buy |
5,382
+333
| +7% | +$101K | 0.25% | 80 |
|
|
2025
Q1 | $1.39M | Buy |
5,049
+881
| +21% | +$242K | 0.24% | 84 |
|
|
2024
Q4 | $1.21M | Buy |
4,168
+365
| +10% | +$106K | 0.21% | 90 |
|
|
2024
Q3 | $1.08M | Sell |
3,803
-228
| -6% | -$64.6K | 0.2% | 93 |
|
|
2024
Q2 | $1.08M | Sell |
4,031
-258
| -6% | -$69K | 0.22% | 82 |
|
|
2024
Q1 | $1.11M | Buy |
4,289
+313
| +8% | +$81.3K | 0.24% | 75 |
|
|
2023
Q4 | $943K | Sell |
3,976
-100
| -2% | -$23.7K | 0.23% | 75 |
|
|
2023
Q3 | $866K | Sell |
4,076
-100
| -2% | -$21.2K | 0.24% | 72 |
|
|
2023
Q2 | $920K | Buy |
4,176
+62
| +2% | +$13.7K | 0.25% | 72 |
|
|
2023
Q1 | $840K | Sell |
4,114
-6
| -0.1% | -$1.23K | 0.25% | 74 |
|
|
2022
Q4 | $788K | Sell |
4,120
-603
| -13% | -$115K | 0.26% | 78 |
|
|
2022
Q3 | $848K | Sell |
4,723
-368
| -7% | -$66.1K | 0.31% | 61 |
|
|
2022
Q2 | $960K | Sell |
5,091
-176
| -3% | -$33.2K | 0.33% | 63 |
|
|
2022
Q1 | $1.2M | Buy |
5,267
+104
| +2% | +$23.7K | 0.36% | 53 |
|
|
2021
Q4 | $1.25M | Buy |
5,163
+94
| +2% | +$22.7K | 0.37% | 46 |
|
|
2021
Q3 | $1.13M | Buy |
5,069
+1,018
| +25% | +$226K | 0.38% | 45 |
|
|
2021
Q2 | $903K | Buy |
4,051
+52
| +1% | +$11.6K | 0.31% | 59 |
|
|
2021
Q1 | $827K | Buy |
3,999
+323
| +9% | +$66.8K | 0.32% | 65 |
|
|
2020
Q4 | $715K | Buy |
3,676
+473
| +15% | +$92K | 0.3% | 69 |
|
|
2020
Q3 | $546K | Sell |
3,203
-850
| -21% | -$145K | 0.26% | 78 |
|
|
2020
Q2 | $634K | Sell |
4,053
-829
| -17% | -$130K | 0.33% | 69 |
|
|
2020
Q1 | $629K | Sell |
4,882
-3,565
| -42% | -$459K | 0.4% | 54 |
|
|
2019
Q4 | $1.38M | Buy |
8,447
+2,447
| +41% | +$400K | 0.75% | 35 |
|
|
2019
Q3 | $906K | Sell |
6,000
-200
| -3% | -$30.2K | 0.55% | 45 |
|
|
2019
Q2 | $931K | Buy |
6,200
+81
| +1% | +$12.2K | 0.56% | 43 |
|
|
2019
Q1 | $885K | Buy |
6,119
+200
| +3% | +$28.9K | 0.58% | 42 |
|
|
2018
Q4 | $755K | Buy |
+5,919
| New | +$755K | 0.55% | 46 |
|