SWM
Stockman Wealth Management’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 | $1.06M | Sell |
3,475
-2,716
| -44% | -$826K | 0.14% | 74 |
|
|
2025
Q1 | $1.7M | Sell |
6,191
-14
| -0.2% | -$3.85K | 0.25% | 60 |
|
|
2024
Q4 | $1.8M | Buy |
6,205
+291
| +5% | +$84.3K | 0.28% | 57 |
|
|
2024
Q3 | $1.67M | Sell |
5,914
-779
| -12% | -$221K | 0.26% | 58 |
|
|
2024
Q2 | $1.79M | Sell |
6,693
-463
| -6% | -$124K | 0.31% | 58 |
|
|
2024
Q1 | $1.86M | Sell |
7,156
-2,015
| -22% | -$524K | 0.33% | 56 |
|
|
2023
Q4 | $2.18M | Sell |
9,171
-5,132
| -36% | -$1.22M | 0.43% | 47 |
|
|
2023
Q3 | $3.04M | Sell |
14,303
-5,807
| -29% | -$1.23M | 0.67% | 40 |
|
|
2023
Q2 | $4.43M | Sell |
20,110
-1,415
| -7% | -$312K | 0.95% | 38 |
|
|
2023
Q1 | $4.39M | Sell |
21,525
-2,555
| -11% | -$521K | 0.98% | 38 |
|
|
2022
Q4 | $4.6M | Buy |
24,080
+188
| +0.8% | +$35.9K | 1.06% | 37 |
|
|
2022
Q3 | $4.29M | Buy |
23,892
+286
| +1% | +$51.3K | 1.16% | 37 |
|
|
2022
Q2 | $4.45M | Sell |
23,606
-251
| -1% | -$47.3K | 1.14% | 34 |
|
|
2022
Q1 | $5.43M | Sell |
23,857
-330
| -1% | -$75.1K | 1.13% | 34 |
|
|
2021
Q4 | $5.84M | Buy |
24,187
+841
| +4% | +$203K | 1.19% | 34 |
|
|
2021
Q3 | $5.18M | Buy |
23,346
+749
| +3% | +$166K | 1.15% | 32 |
|
|
2021
Q2 | $5.04M | Buy |
22,597
+1,500
| +7% | +$334K | 1.2% | 31 |
|
|
2021
Q1 | $4.36M | Buy |
21,097
+830
| +4% | +$172K | 1.21% | 33 |
|
|
2020
Q4 | $3.95M | Buy |
20,267
+78
| +0.4% | +$15.2K | 1.21% | 34 |
|
|
2020
Q3 | $3.44M | Sell |
20,189
-150
| -0.7% | -$25.5K | 1.25% | 32 |
|
|
2020
Q2 | $3.18M | Sell |
20,339
-279
| -1% | -$43.7K | 1.19% | 34 |
|
|
2020
Q1 | $2.66M | Buy |
20,618
+101
| +0.5% | +$13K | 1.18% | 34 |
|
|
2019
Q4 | $3.36M | Buy |
20,517
+677
| +3% | +$111K | 1.19% | 31 |
|
|
2019
Q3 | $3M | Buy |
19,840
+18
| +0.1% | +$2.72K | 1.15% | 31 |
|
|
2019
Q2 | $2.98M | Sell |
19,822
-39
| -0.2% | -$5.85K | 1.21% | 30 |
|
|
2019
Q1 | $2.87M | Hold |
19,861
| – | – | 1.26% | 32 |
|
|
2018
Q4 | $2.54M | Buy |
19,861
+770
| +4% | +$98.3K | 1.21% | 31 |
|
|
2018
Q3 | $2.86M | Sell |
19,091
-35
| -0.2% | -$5.24K | 1.23% | 31 |
|
|
2018
Q2 | $2.69M | Sell |
19,126
-2,275
| -11% | -$319K | 1.23% | 31 |
|
|
2018
Q1 | $2.91M | Buy |
21,401
+316
| +1% | +$42.9K | 1.33% | 29 |
|
|
2017
Q4 | $2.89M | Buy |
21,085
+170
| +0.8% | +$23.3K | 1.3% | 30 |
|
|
2017
Q3 | $2.71M | Buy |
20,915
+3,499
| +20% | +$453K | 1.3% | 31 |
|
|
2017
Q2 | $2.17M | Sell |
17,416
-367
| -2% | -$45.7K | 2.16% | 10 |
|
|
2017
Q1 | $2.16M | Sell |
17,783
-139
| -0.8% | -$16.9K | 1.23% | 34 |
|
|
2016
Q4 | $2.07M | Buy |
17,922
+1,896
| +12% | +$219K | 1.26% | 33 |
|
|
2016
Q3 | $1.78M | Buy |
+16,026
| New | +$1.78M | 1.11% | 39 |
|