SFA
Source Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $15.9M | Sell |
56,109
-302
| -0.5% | -$85.5K | 4.69% | 6 |
|
|
2024
Q2 | $15.1M | Sell |
56,411
-3,481
| -6% | -$931K | 4.64% | 6 |
|
|
2024
Q1 | $15.6M | Buy |
59,892
+10,549
| +21% | +$2.74M | 4.72% | 5 |
|
|
2023
Q4 | $11.7M | Buy |
49,343
+2,088
| +4% | +$495K | 3.63% | 6 |
|
|
2023
Q3 | $10M | Sell |
47,255
-8,807
| -16% | -$1.87M | 3.39% | 7 |
|
|
2023
Q2 | $12.3M | Buy |
56,062
+2,287
| +4% | +$504K | 4.05% | 6 |
|
|
2023
Q1 | $11M | Sell |
53,775
-11,809
| -18% | -$2.41M | 3.68% | 6 |
|
|
2022
Q4 | $12.5M | Buy |
65,584
+2,900
| +5% | +$554K | 4.71% | 5 |
|
|
2022
Q3 | $11.3M | Buy |
62,684
+14,670
| +31% | +$2.63M | 4.46% | 5 |
|
|
2022
Q2 | $9.06M | Sell |
48,014
-162
| -0.3% | -$30.6K | 3.55% | 4 |
|
|
2022
Q1 | $11M | Buy |
48,176
+8,317
| +21% | +$1.89M | 3.23% | 9 |
|
|
2021
Q4 | $9.62M | Buy |
39,859
+2,772
| +7% | +$669K | 2.6% | 8 |
|
|
2021
Q3 | $8.24M | Buy |
37,087
+3,082
| +9% | +$684K | 2.14% | 12 |
|
|
2021
Q2 | $7.58M | Sell |
34,005
-5,570
| -14% | -$1.24M | 1.95% | 11 |
|
|
2021
Q1 | $8.18M | Buy |
39,575
+2,385
| +6% | +$493K | 2.18% | 9 |
|
|
2020
Q4 | $7.24M | Buy |
+37,190
| New | +$7.24M | 1.96% | 10 |
|