SWM
Seaside 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 | $105M | Buy |
346,641
+6,304
| +2% | +$1.92M | 33.52% | 1 |
|
|
2025
Q1 | $93.5M | Buy |
340,337
+5,628
| +2% | +$1.55M | 33.37% | 1 |
|
|
2024
Q4 | $97M | Buy |
334,709
+13,528
| +4% | +$3.92M | 35.5% | 1 |
|
|
2024
Q3 | $90.9M | Buy |
321,181
+10,345
| +3% | +$2.93M | 34.38% | 1 |
|
|
2024
Q2 | $83.2M | Buy |
310,836
+6,353
| +2% | +$1.7M | 34.47% | 1 |
|
|
2024
Q1 | $79.1M | Buy |
304,483
+3,282
| +1% | +$853K | 33.76% | 1 |
|
|
2023
Q4 | $71.5M | Sell |
301,201
-7,629
| -2% | -$1.81M | 32.68% | 1 |
|
|
2023
Q3 | $65.6M | Buy |
308,830
+14,738
| +5% | +$3.13M | 33.34% | 1 |
|
|
2023
Q2 | $64.8M | Buy |
294,092
+16,747
| +6% | +$3.69M | 33.53% | 1 |
|
|
2023
Q1 | $56.6M | Buy |
277,345
+10,008
| +4% | +$2.04M | 34.39% | 1 |
|
|
2022
Q4 | $51.1M | Buy |
267,337
+8,354
| +3% | +$1.6M | 33.78% | 1 |
|
|
2022
Q3 | $50.3M | Buy |
258,983
+36,018
| +16% | +$6.99M | 34.69% | 1 |
|
|
2022
Q2 | $46M | Buy |
+222,965
| New | +$46M | 34.79% | 1 |
|