SWA
Strategies Wealth Advisors’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 | $4.34M | Buy |
14,287
+684
| +5% | +$208K | 0.47% | 26 |
|
|
2025
Q1 | $3.74M | Buy |
13,603
+243
| +2% | +$66.8K | 0.46% | 26 |
|
|
2024
Q4 | $4.01M | Sell |
13,360
-31
| -0.2% | -$9.3K | 0.5% | 22 |
|
|
2024
Q3 | $3.79M | Sell |
13,391
-484
| -3% | -$137K | 0.51% | 25 |
|
|
2024
Q2 | $3.71M | Buy |
13,875
+548
| +4% | +$147K | 0.54% | 25 |
|
|
2024
Q1 | $3.46M | Buy |
13,327
+1,648
| +14% | +$428K | 0.53% | 23 |
|
|
2023
Q4 | $2.77M | Sell |
11,679
-216
| -2% | -$51.2K | 0.47% | 27 |
|
|
2023
Q3 | $2.53M | Buy |
11,895
+77
| +0.7% | +$16.4K | 0.5% | 29 |
|
|
2023
Q2 | $2.6M | Buy |
11,818
+908
| +8% | +$200K | 0.53% | 27 |
|
|
2023
Q1 | $2.23M | Buy |
+10,910
| New | +$2.23M | 0.49% | 28 |
|
|
2022
Q2 | – | Sell |
-7,889
| Closed | -$1.8M | – | 88 |
|
|
2022
Q1 | $1.8M | Sell |
7,889
-894
| -10% | -$204K | 0.48% | 31 |
|
|
2021
Q4 | $2.12M | Buy |
+8,783
| New | +$2.12M | 0.6% | 30 |
|