SWAG
Spectrum Wealth Advisory Group’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 | $240K | Hold |
788
| – | – | 0.11% | 55 |
|
|
2025
Q1 | $217K | Sell |
788
-48
| -6% | -$13.2K | 0.1% | 53 |
|
|
2024
Q4 | $242K | Sell |
836
-102
| -11% | -$29.5K | 0.11% | 51 |
|
|
2024
Q3 | $266K | Buy |
938
+111
| +13% | +$31.4K | 0.15% | 39 |
|
|
2024
Q2 | $221K | Buy |
+827
| New | +$221K | 0.24% | 31 |
|
|
2022
Q2 | – | Sell |
-1,561
| Closed | -$355K | – | 47 |
|
|
2022
Q1 | $355K | Buy |
1,561
+5
| +0.3% | +$1.14K | 0.34% | 30 |
|
|
2021
Q4 | $376K | Buy |
1,556
+6
| +0.4% | +$1.45K | 0.33% | 34 |
|
|
2021
Q3 | $344K | Buy |
1,550
+5
| +0.3% | +$1.11K | 0.34% | 33 |
|
|
2021
Q2 | $344K | Buy |
+1,545
| New | +$344K | 0.34% | 33 |
|
|
2020
Q4 | – | Sell |
-1,702
| Closed | -$289K | – | 44 |
|
|
2020
Q3 | $289K | Buy |
+1,702
| New | +$289K | 0.19% | 36 |
|