SWM
SFG 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 | $1.29M | Sell |
4,246
-82
| -2% | -$24.9K | 0.78% | 22 |
|
|
2025
Q1 | $1.19M | Sell |
4,328
-102
| -2% | -$28K | 0.58% | 34 |
|
|
2024
Q4 | $1.28M | Sell |
4,430
-146
| -3% | -$42.3K | 0.67% | 24 |
|
|
2024
Q3 | $1.3M | Sell |
4,576
-220
| -5% | -$62.3K | 0.69% | 25 |
|
|
2024
Q2 | $1.28M | Sell |
4,796
-156
| -3% | -$41.7K | 0.73% | 26 |
|
|
2024
Q1 | $1.29M | Sell |
4,952
-604
| -11% | -$157K | 0.76% | 22 |
|
|
2023
Q4 | $1.32M | Buy |
5,556
+619
| +13% | +$147K | 0.88% | 23 |
|
|
2023
Q3 | $1.05M | Sell |
4,937
-175
| -3% | -$37.2K | 0.83% | 21 |
|
|
2023
Q2 | $1.13M | Sell |
5,112
-447
| -8% | -$98.5K | 0.94% | 22 |
|
|
2023
Q1 | $1.13M | Sell |
5,559
-240
| -4% | -$49K | 1.26% | 14 |
|
|
2022
Q4 | $1.11M | Sell |
5,799
-263
| -4% | -$50.3K | 1.37% | 14 |
|
|
2022
Q3 | $1.09M | Sell |
6,062
-292
| -5% | -$52.4K | 1.47% | 18 |
|
|
2022
Q2 | $1.2M | Sell |
6,354
-60
| -0.9% | -$11.3K | 1.4% | 23 |
|
|
2022
Q1 | $1.46M | Buy |
6,414
+689
| +12% | +$157K | 1.37% | 24 |
|
|
2021
Q4 | $1.38M | Buy |
+5,725
| New | +$1.38M | 1.23% | 30 |
|