Creative Capital Management Investments’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
$1.38M Hold
4,539
0.49% 15
2025
Q1
$1.25M Buy
4,539
+177
+4% +$48.6K 0.48% 18
2024
Q4
$1.26M Buy
4,362
+52
+1% +$15.1K 0.53% 15
2024
Q3
$1.22M Hold
4,310
0.51% 16
2024
Q2
$1.15M Sell
4,310
-50
-1% -$13.4K 0.56% 16
2024
Q1
$1.13M Hold
4,360
0.59% 15
2023
Q4
$1.03M Sell
4,360
-931
-18% -$221K 0.6% 15
2023
Q3
$1.12M Hold
5,291
0.77% 12
2023
Q2
$1.17M Buy
5,291
+835
+19% +$184K 0.84% 15
2023
Q1
$907K Sell
4,456
-46
-1% -$9.36K 0.66% 17
2022
Q4
$861K Buy
+4,502
New +$861K 0.75% 16