SWMG
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Sanchez Wealth Management Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Sanchez Wealth Management Group’s Portfolio VTI Stock Details VTI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$244K Sell
804
-261
-25% -$79.4K 0.06% 44
2025
Q1 		$293K Sell
1,065
-150
-12% -$41.2K 0.08% 40
2024
Q4 		$352K Buy
+1,215
New +$352K 0.1% 39