SFG
Steward Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $301K | Buy |
1,418
+317
| +29% | +$67.3K | 0.1% | 57 |
|
|
2023
Q2 | $242K | Buy |
+1,101
| New | +$242K | 0.08% | 57 |
|
|
2022
Q4 | – | Sell |
-1,161
| Closed | -$208K | – | 828 |
|
|
2022
Q3 | $208K | Buy |
1,161
+60
| +5% | +$10.7K | 0.15% | 47 |
|
|
2022
Q2 | $207K | Hold |
1,101
| – | – | 0.17% | 37 |
|
|
2022
Q1 | $250K | Hold |
1,101
| – | – | 0.22% | 29 |
|
|
2021
Q4 | $265K | Buy |
+1,101
| New | +$265K | 0.24% | 24 |
|