SVWG
Shared Vision Wealth Group’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 | $834K | Hold |
2,683
| – | – | 0.42% | 39 |
|
|
2025
Q1 | $737K | Hold |
2,683
| – | – | 0.4% | 37 |
|
|
2024
Q4 | $777K | Hold |
2,683
| – | – | 0.41% | 36 |
|
|
2024
Q3 | $760K | Hold |
2,683
| – | – | 0.41% | 33 |
|
|
2024
Q2 | $718K | Hold |
2,683
| – | – | 0.42% | 36 |
|
|
2024
Q1 | $697K | Hold |
2,683
| – | – | 0.44% | 31 |
|
|
2023
Q4 | $636K | Buy |
+2,683
| New | +$636K | 0.43% | 32 |
|