SWM
Sequoia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.16M | Sell |
7,068
-47,262
| -87% | -$7.73M | 8.96% | 2 |
|
|
2019
Q3 | $8.22M | Buy |
54,330
+10,988
| +25% | +$1.66M | 16.79% | 1 |
|
|
2019
Q2 | $6.58M | Sell |
43,342
-4,384
| -9% | -$666K | 6.24% | 6 |
|
|
2019
Q1 | $6.91M | Buy |
47,726
+8,368
| +21% | +$1.21M | 5.6% | 6 |
|
|
2018
Q4 | $5.02M | Buy |
39,358
+3,900
| +11% | +$498K | 4.97% | 6 |
|
|
2018
Q3 | $5.3M | Buy |
35,458
+3,102
| +10% | +$464K | 4.55% | 5 |
|
|
2018
Q2 | $4.39M | Buy |
32,356
+7,708
| +31% | +$1.05M | 4.66% | 5 |
|
|
2018
Q1 | $3.35M | Buy |
24,648
+3,792
| +18% | +$515K | 3.23% | 8 |
|
|
2017
Q4 | $2.93M | Buy |
+20,856
| New | +$2.93M | 2.65% | 10 |
|