SWC
Spectrum Wealth Counsel’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.27M | Buy |
4,611
+126
| +3% | +$34.6K | 0.15% | 70 |
|
|
2024
Q4 | $1.3M | Buy |
4,485
+316
| +8% | +$91.6K | 0.15% | 74 |
|
|
2024
Q3 | $1.18M | Hold |
4,169
| – | – | 0.14% | 74 |
|
|
2024
Q2 | $1.12M | Hold |
4,169
| – | – | 0.14% | 70 |
|
|
2024
Q1 | $1.08M | Buy |
4,169
+2,689
| +182% | +$699K | 0.13% | 81 |
|
|
2023
Q4 | $351K | Buy |
+1,480
| New | +$351K | 0.05% | 111 |
|