SPW
Sonoma Private Wealth’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 | $665K | Hold |
2,187
| – | – | 0.82% | 33 |
|
|
2025
Q1 | $601K | Hold |
2,187
| – | – | 0.83% | 36 |
|
|
2024
Q4 | $634K | Buy |
2,187
+1
| +0% | +$290 | 1.02% | 37 |
|
|
2024
Q3 | $619K | Hold |
2,186
| – | – | 0.96% | 33 |
|
|
2024
Q2 | $585K | Hold |
2,186
| – | – | 0.95% | 37 |
|
|
2024
Q1 | $568K | Hold |
2,186
| – | – | 0.91% | 41 |
|
|
2023
Q4 | $519K | Hold |
2,186
| – | – | 0.86% | 44 |
|
|
2023
Q3 | $464K | Hold |
2,186
| – | – | 0.85% | 48 |
|
|
2023
Q2 | $482K | Hold |
2,186
| – | – | 0.84% | 49 |
|
|
2023
Q1 | $446K | Buy |
2,186
+436
| +25% | +$89K | 0.89% | 42 |
|
|
2022
Q4 | $335K | Buy |
+1,750
| New | +$335K | 0.74% | 47 |
|