SIA
Spectrum Investment Advisors’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 | – | Sell |
-821
| Closed | -$226K | – | 25 |
|
|
2025
Q1 | $226K | Buy |
821
+13
| +2% | +$3.57K | 0.15% | 24 |
|
|
2024
Q4 | $234K | Buy |
808
+24
| +3% | +$6.96K | 0.16% | 25 |
|
|
2024
Q3 | $222K | Sell |
784
-619
| -44% | -$175K | 0.15% | 24 |
|
|
2024
Q2 | $375K | Buy |
+1,403
| New | +$375K | 0.27% | 21 |
|