SHFA
SC&H Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Buy |
12,345
+754
| +7% | +$229K | 0.64% | 23 |
|
|
2025
Q1 | $3.19M | Sell |
11,591
-99
| -0.8% | -$27.2K | 0.63% | 25 |
|
|
2024
Q4 | $3.39M | Buy |
11,690
+1,358
| +13% | +$394K | 0.7% | 25 |
|
|
2024
Q3 | $2.93M | Buy |
10,332
+105
| +1% | +$29.7K | 0.64% | 25 |
|
|
2024
Q2 | $2.74M | Buy |
10,227
+279
| +3% | +$74.6K | 0.67% | 23 |
|
|
2024
Q1 | $2.59M | Buy |
9,948
+28
| +0.3% | +$7.28K | 0.67% | 25 |
|
|
2023
Q4 | $2.35M | Buy |
9,920
+1,932
| +24% | +$458K | 0.68% | 25 |
|
|
2023
Q3 | $1.7M | Buy |
7,988
+171
| +2% | +$36.3K | 0.56% | 29 |
|
|
2023
Q2 | $1.72M | Sell |
7,817
-123
| -2% | -$27.1K | 0.57% | 30 |
|
|
2023
Q1 | $1.62M | Sell |
7,940
-18
| -0.2% | -$3.67K | 0.59% | 30 |
|
|
2022
Q4 | $1.52M | Buy |
7,958
+42
| +0.5% | +$8.03K | 0.63% | 32 |
|
|
2022
Q3 | $1.42M | Buy |
7,916
+1,413
| +22% | +$254K | 0.71% | 32 |
|
|
2022
Q2 | $1.23M | Sell |
6,503
-490
| -7% | -$92.5K | 0.57% | 39 |
|
|
2022
Q1 | $1.59M | Buy |
6,993
+4,929
| +239% | +$1.12M | 0.76% | 28 |
|
|
2021
Q4 | $498K | Buy |
+2,064
| New | +$498K | 0.27% | 84 |
|