SPWG
Sage Private Wealth Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-348
| Closed | -$63K | – | 180 |
|
|
2022
Q3 | $63K | Buy |
348
+1
| +0.3% | +$181 | 0.08% | 77 |
|
|
2022
Q2 | $65K | Buy |
347
+2
| +0.6% | +$375 | 0.09% | 74 |
|
|
2022
Q1 | $79K | Buy |
345
+1
| +0.3% | +$229 | 0.08% | 76 |
|
|
2021
Q4 | $83K | Buy |
344
+1
| +0.3% | +$241 | 0.1% | 69 |
|
|
2021
Q3 | $76K | Buy |
343
+1
| +0.3% | +$222 | 0.11% | 70 |
|
|
2021
Q2 | $76K | Buy |
342
+1
| +0.3% | +$222 | 0.1% | 69 |
|
|
2021
Q1 | $71K | Buy |
341
+1
| +0.3% | +$208 | 0.12% | 72 |
|
|
2020
Q4 | $66K | Buy |
+340
| New | +$66K | 0.18% | 66 |
|