SWM
Scissortail Wealth Management’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 | $35.9M | Buy |
118,213
+2,025
| +2% | +$615K | 8.63% | 1 |
|
|
2025
Q1 | $31.9M | Sell |
116,188
-21,741
| -16% | -$5.98M | 8.2% | 1 |
|
|
2024
Q4 | $40M | Buy |
137,929
+137,484
| +30,895% | +$39.8M | 10.23% | 1 |
|
|
2024
Q3 | $38.7M | Sell |
445
-175,654
| -100% | -$15.3B | 9.37% | 1 |
|
|
2024
Q2 | $47.1M | Buy |
176,099
+292
| +0.2% | +$78.1K | 12% | 1 |
|
|
2024
Q1 | $45.7M | Buy |
+175,807
| New | +$45.7M | 12.07% | 1 |
|
|
2022
Q4 | – | Sell |
-157,677
| Closed | -$29.7M | – | 168 |
|
|
2022
Q3 | $29.7M | Buy |
157,677
+22,538
| +17% | +$4.25M | 15.42% | 1 |
|
|
2022
Q2 | $32.6M | Sell |
135,139
-2,409
| -2% | -$582K | 12.56% | 1 |
|
|
2022
Q1 | $29.6M | Buy |
137,548
+2,409
| +2% | +$518K | 14.54% | 1 |
|
|
2021
Q4 | $32.6M | Buy |
+135,139
| New | +$32.6M | 12.56% | 1 |
|