Creative Financial Designs’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 | $1.12M | Buy |
3,683
+128
| +4% | +$38.9K | 0.08% | 201 |
|
|
2025
Q1 | $977K | Sell |
3,555
-474
| -12% | -$130K | 0.08% | 199 |
|
|
2024
Q4 | $1.17M | Buy |
4,029
+175
| +5% | +$50.7K | 0.09% | 180 |
|
|
2024
Q3 | $1.09M | Buy |
3,854
+495
| +15% | +$140K | 0.09% | 184 |
|
|
2024
Q2 | $899K | Buy |
3,359
+444
| +15% | +$119K | 0.08% | 190 |
|
|
2024
Q1 | $758K | Buy |
2,915
+66
| +2% | +$17.2K | 0.07% | 199 |
|
|
2023
Q4 | $676K | Buy |
2,849
+330
| +13% | +$78.3K | 0.07% | 202 |
|
|
2023
Q3 | $535K | Buy |
2,519
+1,254
| +99% | +$266K | 0.06% | 203 |
|
|
2023
Q2 | $279K | Buy |
1,265
+60
| +5% | +$13.2K | 0.03% | 288 |
|
|
2023
Q1 | $246K | Buy |
1,205
+268
| +29% | +$54.7K | 0.03% | 294 |
|
|
2022
Q4 | $179K | Sell |
937
-224
| -19% | -$42.8K | 0.03% | 329 |
|
|
2022
Q3 | $208K | Sell |
1,161
-503
| -30% | -$90.1K | 0.03% | 288 |
|
|
2022
Q2 | $314K | Buy |
1,664
+482
| +41% | +$91K | 0.05% | 239 |
|
|
2022
Q1 | $269K | Buy |
1,182
+227
| +24% | +$51.7K | 0.04% | 252 |
|
|
2021
Q4 | $231K | Buy |
955
+209
| +28% | +$50.6K | 0.03% | 282 |
|
|
2021
Q3 | $166K | Sell |
746
-171
| -19% | -$38.1K | 0.03% | 340 |
|
|
2021
Q2 | $204K | Sell |
917
-38
| -4% | -$8.45K | 0.04% | 287 |
|
|
2021
Q1 | $197K | Sell |
955
-126
| -12% | -$26K | 0.04% | 275 |
|
|
2020
Q4 | $210K | Buy |
1,081
+574
| +113% | +$112K | 0.04% | 245 |
|
|
2020
Q3 | $86K | Sell |
507
-224
| -31% | -$38K | 0.02% | 372 |
|
|
2020
Q2 | $114K | Buy |
731
+259
| +55% | +$40.4K | 0.03% | 265 |
|
|
2020
Q1 | $61K | Buy |
472
+380
| +413% | +$49.1K | 0.03% | 209 |
|
|
2019
Q4 | $15K | Sell |
92
-238
| -72% | -$38.8K | 0.01% | 360 |
|
|
2019
Q3 | $48K | Buy |
330
+129
| +64% | +$18.8K | 0.03% | 240 |
|
|
2019
Q2 | $31K | Sell |
201
-2,128
| -91% | -$328K | 0.02% | 273 |
|
|
2019
Q1 | $337K | Sell |
2,329
-91
| -4% | -$13.2K | 0.2% | 88 |
|
|
2018
Q4 | $309K | Sell |
2,420
-382
| -14% | -$48.8K | 0.22% | 81 |
|
|
2018
Q3 | $419K | Buy |
2,802
+65
| +2% | +$9.72K | 0.24% | 80 |
|
|
2018
Q2 | $384K | Hold |
2,737
| – | – | 0.23% | 89 |
|
|
2018
Q1 | $371K | Sell |
2,737
-77
| -3% | -$10.4K | 0.24% | 86 |
|
|
2017
Q4 | $386K | Sell |
2,814
-121
| -4% | -$16.6K | 0.26% | 83 |
|
|
2017
Q3 | $380K | Sell |
2,935
-295
| -9% | -$38.2K | 0.22% | 99 |
|
|
2017
Q2 | $402K | Buy |
3,230
+2,172
| +205% | +$270K | 0.26% | 90 |
|
|
2017
Q1 | $128K | Sell |
1,058
-2,403
| -69% | -$291K | 0.09% | 163 |
|
|
2016
Q4 | $399K | Buy |
+3,461
| New | +$399K | 0.33% | 74 |
|