SWA
SFMG Wealth Advisors’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 | $2.28M | Buy |
7,491
+263
| +4% | +$79.9K | 0.17% | 64 |
|
|
2025
Q1 | $1.99M | Sell |
7,228
-2,741
| -27% | -$753K | 0.16% | 70 |
|
|
2024
Q4 | $2.89M | Buy |
9,969
+7,545
| +311% | +$2.19M | 0.23% | 57 |
|
|
2024
Q3 | $687K | Sell |
2,424
-33
| -1% | -$9.35K | 0.06% | 116 |
|
|
2024
Q2 | $657K | Buy |
2,457
+33
| +1% | +$8.83K | 0.06% | 114 |
|
|
2024
Q1 | $630K | Sell |
2,424
-19
| -0.8% | -$4.94K | 0.05% | 118 |
|
|
2023
Q4 | $580K | Sell |
2,443
-210
| -8% | -$49.8K | 0.05% | 119 |
|
|
2023
Q3 | $563K | Buy |
2,653
+19
| +0.7% | +$4.04K | 0.06% | 114 |
|
|
2023
Q2 | $580K | Buy |
2,634
+177
| +7% | +$39K | 0.06% | 112 |
|
|
2023
Q1 | $502K | Sell |
2,457
-57
| -2% | -$11.6K | 0.05% | 129 |
|
|
2022
Q4 | $481K | Buy |
2,514
+35
| +1% | +$6.69K | 0.05% | 135 |
|
|
2022
Q3 | $445K | Buy |
2,479
+19
| +0.8% | +$3.41K | 0.05% | 132 |
|
|
2022
Q2 | $464K | Hold |
2,460
| – | – | 0.05% | 134 |
|
|
2022
Q1 | $560K | Sell |
2,460
-961
| -28% | -$219K | 0.06% | 131 |
|
|
2021
Q4 | $826K | Sell |
3,421
-448
| -12% | -$108K | 0.08% | 111 |
|
|
2021
Q3 | $859K | Buy |
3,869
+313
| +9% | +$69.5K | 0.1% | 97 |
|
|
2021
Q2 | $792K | Buy |
3,556
+169
| +5% | +$37.6K | 0.09% | 102 |
|
|
2021
Q1 | $700K | Sell |
3,387
-155
| -4% | -$32K | 0.08% | 110 |
|
|
2020
Q4 | $689K | Hold |
3,542
| – | – | 0.09% | 106 |
|
|
2020
Q3 | $603K | Sell |
3,542
-416
| -11% | -$70.8K | 0.08% | 94 |
|
|
2020
Q2 | $620K | Buy |
3,958
+1,790
| +83% | +$280K | 0.09% | 81 |
|
|
2020
Q1 | $279K | Sell |
2,168
-2,111
| -49% | -$272K | 0.04% | 101 |
|
|
2019
Q4 | $700K | Sell |
4,279
-23
| -0.5% | -$3.76K | 0.09% | 79 |
|
|
2019
Q3 | $650K | Buy |
+4,302
| New | +$650K | 0.09% | 74 |
|
|
2015
Q2 | – | Sell |
-2,820
| Closed | -$302K | – | 167 |
|
|
2015
Q1 | $302K | Buy |
+2,820
| New | +$302K | 0.02% | 132 |
|