Total Clarity Wealth Management’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 | $2.51M | Sell |
8,267
-171
| -2% | -$52K | 0.72% | 39 |
|
|
2025
Q1 | $2.45M | Hold |
8,438
| – | – | 0.8% | 35 |
|
|
2024
Q4 | $2.45M | Sell |
8,438
-54
| -0.6% | -$15.7K | 0.8% | 35 |
|
|
2024
Q3 | $2.4M | Sell |
8,492
-796
| -9% | -$225K | 0.77% | 34 |
|
|
2024
Q2 | $2.48M | Buy |
9,288
+543
| +6% | +$145K | 0.86% | 34 |
|
|
2024
Q1 | $2.27M | Buy |
8,745
+2,404
| +38% | +$625K | 0.79% | 33 |
|
|
2023
Q4 | $1.5M | Sell |
6,341
-164
| -3% | -$38.9K | 0.62% | 45 |
|
|
2023
Q3 | $1.38M | Buy |
6,505
+1,636
| +34% | +$348K | 0.67% | 40 |
|
|
2023
Q2 | $1.07M | Buy |
4,869
+452
| +10% | +$99.6K | 0.53% | 56 |
|
|
2023
Q1 | $902K | Sell |
4,417
-2,754
| -38% | -$562K | 0.49% | 54 |
|
|
2022
Q4 | $1.37M | Buy |
7,171
+1,619
| +29% | +$310K | 0.7% | 34 |
|
|
2022
Q3 | $996K | Buy |
5,552
+504
| +10% | +$90.4K | 0.62% | 46 |
|
|
2022
Q2 | $952K | Buy |
5,048
+1,093
| +28% | +$206K | 0.49% | 51 |
|
|
2022
Q1 | $900K | Buy |
3,955
+1,905
| +93% | +$434K | 0.49% | 58 |
|
|
2021
Q4 | $495K | Buy |
2,050
+5
| +0.2% | +$1.21K | 0.22% | 102 |
|
|
2021
Q3 | $454K | Buy |
2,045
+265
| +15% | +$58.8K | 0.22% | 114 |
|
|
2021
Q2 | $397K | Buy |
1,780
+235
| +15% | +$52.4K | 0.22% | 127 |
|
|
2021
Q1 | $319K | Buy |
1,545
+375
| +32% | +$77.4K | 0.18% | 129 |
|
|
2020
Q4 | $228K | Buy |
+1,170
| New | +$228K | 0.16% | 138 |
|
|
2020
Q1 | – | Sell |
-1,453
| Closed | -$238K | – | 615 |
|
|
2019
Q4 | $238K | Buy |
+1,453
| New | +$238K | 0.18% | 111 |
|