SWM
Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.46M | Buy |
8,479
+342
| +4% | +$99.1K | 0.46% | 34 |
|
|
2024
Q3 | $2.3M | Buy |
8,137
+250
| +3% | +$70.8K | 0.44% | 37 |
|
|
2024
Q2 | $2.11M | Buy |
7,887
+118
| +2% | +$31.6K | 0.43% | 37 |
|
|
2024
Q1 | $2.02M | Buy |
7,769
+574
| +8% | +$149K | 0.42% | 36 |
|
|
2023
Q4 | $1.71M | Buy |
7,195
+1,215
| +20% | +$288K | 0.41% | 37 |
|
|
2023
Q3 | $1.27M | Buy |
5,980
+460
| +8% | +$97.7K | 0.32% | 44 |
|
|
2023
Q2 | $1.22M | Sell |
5,520
-173
| -3% | -$38.1K | 0.28% | 45 |
|
|
2023
Q1 | $1.16M | Buy |
5,693
+239
| +4% | +$48.8K | 0.29% | 45 |
|
|
2022
Q4 | $1.04M | Sell |
5,454
-489
| -8% | -$93.5K | 0.26% | 45 |
|
|
2022
Q3 | $1.07M | Buy |
5,943
+609
| +11% | +$109K | 0.27% | 48 |
|
|
2022
Q2 | $1.01M | Buy |
5,334
+66
| +1% | +$12.4K | 0.25% | 47 |
|
|
2022
Q1 | $1.2M | Buy |
5,268
+9
| +0.2% | +$2.05K | 0.28% | 41 |
|
|
2021
Q4 | $1.27M | Buy |
5,259
+11
| +0.2% | +$2.66K | 0.3% | 40 |
|
|
2021
Q3 | $1.17M | Buy |
5,248
+9
| +0.2% | +$2K | 0.31% | 42 |
|
|
2021
Q2 | $1.17M | Buy |
5,239
+4,529
| +638% | +$1.01M | 0.32% | 41 |
|
|
2021
Q1 | $1.08K | Sell |
710
-4,509
| -86% | -$6.87K | 0.32% | 43 |
|
|
2020
Q4 | $1.02M | Buy |
5,219
+12
| +0.2% | +$2.34K | 0.34% | 43 |
|
|
2020
Q3 | $887K | Sell |
5,207
-139
| -3% | -$23.7K | 0.32% | 47 |
|
|
2020
Q2 | $837K | Buy |
5,346
+14
| +0.3% | +$2.19K | 0.32% | 50 |
|
|
2020
Q1 | $687K | Buy |
5,332
+14
| +0.3% | +$1.8K | 0.31% | 49 |
|
|
2019
Q4 | $870K | Buy |
+5,318
| New | +$870K | 0.37% | 48 |
|