SSWM
Sheets Smith 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 | $960K | Sell |
3,159
-118
| -4% | -$35.9K | 0.11% | 176 |
|
|
2025
Q1 | $901K | Sell |
3,277
-22
| -0.7% | -$6.05K | 0.11% | 171 |
|
|
2024
Q4 | $956K | Sell |
3,299
-2,860
| -46% | -$829K | 0.12% | 167 |
|
|
2024
Q3 | $1.74M | Buy |
6,159
+263
| +4% | +$74.5K | 0.21% | 109 |
|
|
2024
Q2 | $1.58M | Buy |
5,896
+653
| +12% | +$175K | 0.19% | 119 |
|
|
2024
Q1 | $1.36M | Buy |
5,243
+58
| +1% | +$15.1K | 0.15% | 136 |
|
|
2023
Q4 | $1.23M | Sell |
5,185
-153
| -3% | -$36.3K | 0.18% | 119 |
|
|
2023
Q3 | $1.13M | Buy |
5,338
+109
| +2% | +$23.2K | 0.17% | 124 |
|
|
2023
Q2 | $1.15M | Buy |
5,229
+3
| +0.1% | +$661 | 0.17% | 122 |
|
|
2023
Q1 | $1.07M | Buy |
5,226
+33
| +0.6% | +$6.74K | 0.16% | 124 |
|
|
2022
Q4 | $993K | Buy |
5,193
+107
| +2% | +$20.5K | 0.16% | 128 |
|
|
2022
Q3 | $913K | Buy |
5,086
+15
| +0.3% | +$2.69K | 0.15% | 135 |
|
|
2022
Q2 | $956K | Hold |
5,071
| – | – | 0.16% | 134 |
|
|
2022
Q1 | $1.15M | Buy |
5,071
+27
| +0.5% | +$6.14K | 0.16% | 128 |
|
|
2021
Q4 | $1.22M | Buy |
5,044
+12
| +0.2% | +$2.9K | 0.15% | 134 |
|
|
2021
Q3 | $1.12M | Buy |
5,032
+87
| +2% | +$19.3K | 0.15% | 138 |
|
|
2021
Q2 | $1.1M | Sell |
4,945
-24
| -0.5% | -$5.35K | 0.15% | 139 |
|
|
2021
Q1 | $1.03M | Buy |
4,969
+192
| +4% | +$39.7K | 0.15% | 140 |
|
|
2020
Q4 | $930K | Sell |
4,777
-69
| -1% | -$13.4K | 0.14% | 141 |
|
|
2020
Q3 | $825K | Buy |
4,846
+61
| +1% | +$10.4K | 0.14% | 133 |
|
|
2020
Q2 | $749K | Sell |
4,785
-1,457
| -23% | -$228K | 0.15% | 127 |
|
|
2020
Q1 | $805K | Sell |
6,242
-3,675
| -37% | -$474K | 0.17% | 124 |
|
|
2019
Q4 | $1.62M | Buy |
9,917
+124
| +1% | +$20.3K | 0.31% | 83 |
|
|
2019
Q3 | $1.48M | Buy |
9,793
+36
| +0.4% | +$5.44K | 0.3% | 88 |
|
|
2019
Q2 | $1.46M | Sell |
9,757
-112
| -1% | -$16.8K | 0.3% | 91 |
|
|
2019
Q1 | $1.43M | Buy |
9,869
+1,249
| +14% | +$181K | 0.31% | 92 |
|
|
2018
Q4 | $1.1M | Buy |
8,620
+73
| +0.9% | +$9.32K | 0.3% | 92 |
|
|
2018
Q3 | $1.28M | Buy |
8,547
+65
| +0.8% | +$9.73K | 0.26% | 97 |
|
|
2018
Q2 | $1.19M | Buy |
8,482
+351
| +4% | +$49.3K | 0.28% | 91 |
|
|
2018
Q1 | $1.1M | Buy |
8,131
+3,402
| +72% | +$462K | 0.27% | 103 |
|
|
2017
Q4 | $649K | Sell |
4,729
-21
| -0.4% | -$2.88K | 0.15% | 166 |
|
|
2017
Q3 | $615K | Buy |
4,750
+2
| +0% | +$259 | 0.16% | 165 |
|
|
2017
Q2 | $591K | Buy |
4,748
+1
| +0% | +$124 | 0.16% | 154 |
|
|
2017
Q1 | $576K | Buy |
4,747
+1
| +0% | +$121 | 0.15% | 170 |
|
|
2016
Q4 | $547K | Sell |
4,746
-37
| -0.8% | -$4.26K | 0.15% | 178 |
|
|
2016
Q3 | $532K | Sell |
4,783
-20
| -0.4% | -$2.23K | 0.15% | 174 |
|
|
2016
Q2 | $515K | Buy |
4,803
+2,164
| +82% | +$232K | 0.15% | 172 |
|
|
2016
Q1 | $277K | Sell |
2,639
-2,069
| -44% | -$217K | 0.09% | 193 |
|
|
2015
Q4 | $491K | Sell |
4,708
-2,582
| -35% | -$269K | 0.15% | 157 |
|
|
2015
Q3 | $720K | Sell |
7,290
-13,746
| -65% | -$1.36M | 0.24% | 114 |
|
|
2015
Q2 | $2.25M | Sell |
21,036
-65
| -0.3% | -$6.96K | 0.62% | 44 |
|
|
2015
Q1 | $2.26M | Buy |
21,101
+1,280
| +6% | +$137K | 0.62% | 47 |
|
|
2014
Q4 | $2.1M | Buy |
+19,821
| New | +$2.1M | 0.55% | 55 |
|