SFA
Spectrum Financial Alliance’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 | $523K | Buy |
1,674
+946
| +130% | +$295K | 0.14% | 15 |
|
|
2025
Q1 | $200K | Hold |
728
| – | – | 0.07% | 20 |
|
|
2024
Q4 | $211K | Buy |
728
+2
| +0.3% | +$580 | 0.07% | 20 |
|
|
2024
Q3 | $206K | Buy |
+726
| New | +$206K | 0.07% | 18 |
|
|
2023
Q2 | – | Sell |
-1,313
| Closed | -$268K | – | 15 |
|
|
2023
Q1 | $268K | Buy |
+1,313
| New | +$268K | 0.12% | 13 |
|