SGK
Steigerwald Gordon & Koch’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 | $1.55M | Hold |
5,094
| – | – | 0.16% | 60 |
|
|
2025
Q1 | $1.4M | Sell |
5,094
-1,754
| -26% | -$482K | 0.16% | 60 |
|
|
2024
Q4 | $1.98M | Buy |
6,848
+478
| +8% | +$139K | 0.22% | 53 |
|
|
2024
Q3 | $1.8M | Sell |
6,370
-4
| -0.1% | -$1.13K | 0.2% | 55 |
|
|
2024
Q2 | $1.71M | Sell |
6,374
-429
| -6% | -$115K | 0.21% | 53 |
|
|
2024
Q1 | $1.77M | Sell |
6,803
-496
| -7% | -$129K | 0.22% | 52 |
|
|
2023
Q4 | $1.73M | Buy |
7,299
+1,897
| +35% | +$450K | 0.23% | 50 |
|
|
2023
Q3 | $1.15M | Buy |
5,402
+24
| +0.4% | +$5.1K | 0.18% | 55 |
|
|
2023
Q2 | $1.18M | Sell |
5,378
-311
| -5% | -$68.5K | 0.17% | 51 |
|
|
2023
Q1 | $1.16M | Sell |
5,689
-225
| -4% | -$45.9K | 0.17% | 50 |
|
|
2022
Q4 | $1.13M | Sell |
5,914
-175
| -3% | -$33.5K | 0.18% | 51 |
|
|
2022
Q3 | $1.09M | Sell |
6,089
-34
| -0.6% | -$6.1K | 0.2% | 54 |
|
|
2022
Q2 | $1.16M | Hold |
6,123
| – | – | 0.2% | 54 |
|
|
2022
Q1 | $1.39M | Sell |
6,123
-750
| -11% | -$171K | 0.21% | 51 |
|
|
2021
Q4 | $1.66M | Sell |
6,873
-385
| -5% | -$92.9K | 0.25% | 51 |
|
|
2021
Q3 | $1.61M | Buy |
7,258
+1,356
| +23% | +$301K | 0.26% | 50 |
|
|
2021
Q2 | $1.32M | Buy |
5,902
+7
| +0.1% | +$1.56K | 0.22% | 51 |
|
|
2021
Q1 | $1.22M | Buy |
5,895
+1,173
| +25% | +$242K | 0.23% | 52 |
|
|
2020
Q4 | $919K | Buy |
4,722
+3,323
| +238% | +$647K | 0.19% | 52 |
|
|
2020
Q3 | $238K | Buy |
1,399
+5
| +0.4% | +$851 | 0.06% | 93 |
|
|
2020
Q2 | $218K | Buy |
+1,394
| New | +$218K | 0.06% | 90 |
|