SWM
Seed 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 | $2.31M | Sell |
7,615
-200
| -3% | -$60.8K | 1.72% | 17 |
|
|
2025
Q1 | $2.15M | Sell |
7,815
-350
| -4% | -$96.2K | 1.75% | 13 |
|
|
2024
Q4 | $2.37M | Sell |
8,165
-1,550
| -16% | -$449K | 1.91% | 12 |
|
|
2024
Q3 | $2.75M | Sell |
9,715
-570
| -6% | -$161K | 2.2% | 10 |
|
|
2024
Q2 | $2.75M | Sell |
10,285
-100
| -1% | -$26.8K | 2.4% | 10 |
|
|
2024
Q1 | $2.7M | Sell |
10,385
-1,400
| -12% | -$364K | 2.58% | 7 |
|
|
2023
Q4 | $2.78M | Buy |
11,785
+1,300
| +12% | +$306K | 2.8% | 6 |
|
|
2023
Q3 | $2.23M | Buy |
10,485
+365
| +4% | +$77.5K | 2.5% | 9 |
|
|
2023
Q2 | $2.23M | Sell |
10,120
-464
| -4% | -$102K | 2.36% | 9 |
|
|
2023
Q1 | $2.16M | Buy |
10,584
+104
| +1% | +$21.2K | 2.45% | 9 |
|
|
2022
Q4 | $2M | Buy |
+10,480
| New | +$2M | 2.29% | 9 |
|