SFPG
Stonebridge Financial Planning Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-850
| Closed | -$221K | – | 157 |
|
|
2024
Q1 | $221K | Sell |
850
-45
| -5% | -$11.7K | 0.12% | 146 |
|
|
2023
Q4 | $212K | Buy |
+895
| New | +$212K | 0.12% | 145 |
|
|
2022
Q2 | – | Sell |
-895
| Closed | -$204K | – | 127 |
|
|
2022
Q1 | $204K | Hold |
895
| – | – | 0.11% | 108 |
|
|
2021
Q4 | $199K | Hold |
895
| – | – | 0.1% | 122 |
|
|
2021
Q3 | $215K | Sell |
895
-50
| -5% | -$12K | 0.11% | 119 |
|
|
2021
Q2 | $214K | Hold |
945
| – | – | 0.11% | 118 |
|
|
2021
Q1 | $202K | Hold |
945
| – | – | 0.12% | 109 |
|
|
2020
Q4 | $184K | Hold |
945
| – | – | 0.12% | 107 |
|
|
2020
Q3 | $168K | Hold |
945
| – | – | 0.12% | 101 |
|
|
2020
Q2 | $149K | Hold |
945
| – | – | 0.13% | 105 |
|
|
2020
Q1 | $129K | Hold |
945
| – | – | 0.13% | 104 |
|
|
2019
Q4 | $155K | Buy |
+945
| New | +$155K | 0.14% | 106 |
|