Strategic Wealth Investment Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.7K | Buy |
+108
| New | +$32.7K | 0.05% | 70 |
|
|
2025
Q1 | – | Sell |
-53,144
| Closed | -$15.4M | – | 123 |
|
|
2024
Q4 | $15.4M | Sell |
53,144
-6,826
| -11% | -$1.98M | 1.7% | 19 |
|
|
2024
Q3 | $16.8M | Sell |
59,970
-58,929
| -50% | -$16.5M | 1.8% | 17 |
|
|
2024
Q2 | $31.9M | Buy |
+118,899
| New | +$31.9M | 4.03% | 5 |
|
|
2023
Q4 | $27M | Buy |
113,940
+4,158
| +4% | +$986K | 4.06% | 6 |
|
|
2023
Q3 | $23.3M | Buy |
109,782
+1,163
| +1% | +$247K | 4.23% | 6 |
|
|
2023
Q2 | $23.9M | Buy |
108,619
+12,213
| +13% | +$2.69M | 3.8% | 7 |
|
|
2023
Q1 | $19.7M | Buy |
96,406
+13,232
| +16% | +$2.7M | 3.65% | 6 |
|
|
2022
Q4 | $16.4M | Buy |
83,174
+11,720
| +16% | +$2.3M | 3.78% | 6 |
|
|
2022
Q3 | $12.8M | Buy |
71,454
+3,125
| +5% | +$561K | 3.69% | 6 |
|
|
2022
Q2 | $12.9M | Sell |
68,329
-6,370
| -9% | -$1.2M | 3.23% | 6 |
|
|
2022
Q1 | $17M | Buy |
74,699
+6,762
| +10% | +$1.54M | 4.06% | 7 |
|
|
2021
Q4 | $16.4M | Buy |
67,937
+6,460
| +11% | +$1.56M | 4.27% | 6 |
|
|
2021
Q3 | $13.7M | Buy |
61,477
+9,676
| +19% | +$2.15M | 4.08% | 6 |
|
|
2021
Q2 | $11.5M | Buy |
51,801
+8,667
| +20% | +$1.93M | 4.09% | 6 |
|
|
2021
Q1 | $8.92M | Buy |
43,134
+5,149
| +14% | +$1.06M | 4.28% | 5 |
|
|
2020
Q4 | $7.39M | Buy |
37,985
+6,168
| +19% | +$1.2M | 4.33% | 6 |
|
|
2020
Q3 | $5.42M | Buy |
31,817
+6,307
| +25% | +$1.07M | 4.08% | 7 |
|
|
2020
Q2 | $3.99M | Buy |
25,510
+23,786
| +1,380% | +$3.72M | 3.91% | 7 |
|
|
2020
Q1 | $222K | Sell |
1,724
-35,506
| -95% | -$4.57M | 0.36% | 40 |
|
|
2019
Q4 | $6.09M | Buy |
+37,230
| New | +$6.09M | 6.32% | 4 |
|