SWM
Selective 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 | $4.92M | Buy |
15,990
+2,019
| +14% | +$621K | 1.8% | 12 |
|
|
2025
Q1 | $3.66M | Buy |
13,971
+2,623
| +23% | +$687K | 1.59% | 14 |
|
|
2024
Q4 | $3.27M | Buy |
11,348
+1,776
| +19% | +$512K | 1.33% | 14 |
|
|
2024
Q3 | $2.7M | Sell |
9,572
-188
| -2% | -$53.1K | 1.12% | 16 |
|
|
2024
Q2 | $2.66M | Sell |
9,760
-58
| -0.6% | -$15.8K | 1.17% | 17 |
|
|
2024
Q1 | $2.5M | Buy |
9,818
+482
| +5% | +$123K | 1.09% | 19 |
|
|
2023
Q4 | $2.17M | Buy |
9,336
+4,734
| +103% | +$1.1M | 1.09% | 20 |
|
|
2023
Q3 | $969K | Buy |
4,602
+22
| +0.5% | +$4.63K | 0.53% | 30 |
|
|
2023
Q2 | $1M | Buy |
+4,580
| New | +$1M | 0.5% | 31 |
|
|
2022
Q4 | – | Sell |
-274
| Closed | -$49K | – | 713 |
|
|
2022
Q3 | $49K | Sell |
274
-6
| -2% | -$1.07K | 0.02% | 304 |
|
|
2022
Q2 | $53K | Hold |
280
| – | – | 0.02% | 314 |
|
|
2022
Q1 | $64K | Buy |
280
+5
| +2% | +$1.14K | 0.02% | 266 |
|
|
2021
Q4 | $66K | Buy |
275
+105
| +62% | +$25.2K | 0.03% | 240 |
|
|
2021
Q3 | $38K | Buy |
+170
| New | +$38K | 0.02% | 282 |
|
|
2021
Q2 | – | Sell |
-142
| Closed | -$29K | – | 554 |
|
|
2021
Q1 | $29K | Hold |
142
| – | – | 0.03% | 168 |
|
|
2020
Q4 | $28K | Hold |
142
| – | – | 0.02% | 150 |
|
|
2020
Q3 | $24K | Sell |
142
-103
| -42% | -$17.4K | 0.02% | 142 |
|
|
2020
Q2 | $38K | Hold |
245
| – | – | 0.03% | 126 |
|
|
2020
Q1 | $32K | Hold |
245
| – | – | 0.05% | 78 |
|
|
2019
Q4 | $40K | Buy |
245
+1
| +0.4% | +$163 | 0.05% | 84 |
|
|
2019
Q3 | $37K | Buy |
+244
| New | +$37K | 0.05% | 88 |
|