SWM
SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.38M | Sell |
12,237
-24
| -0.2% | -$4.67K | 0.21% | 86 |
|
|
2020
Q3 | $2.09M | Hold |
12,261
| – | – | 0.21% | 92 |
|
|
2020
Q2 | $1.92M | Buy |
12,261
+450
| +4% | +$70.4K | 0.2% | 91 |
|
|
2020
Q1 | $1.52M | Buy |
11,811
+4,804
| +69% | +$619K | 0.17% | 96 |
|
|
2019
Q4 | $1.15M | Sell |
7,007
-138
| -2% | -$22.6K | 0.11% | 119 |
|
|
2019
Q3 | $1.08M | Sell |
7,145
-124
| -2% | -$18.7K | 0.11% | 116 |
|
|
2019
Q2 | $1.09M | Sell |
7,269
-58
| -0.8% | -$8.71K | 0.11% | 123 |
|
|
2019
Q1 | $1.06M | Buy |
7,327
+1,652
| +29% | +$239K | 0.1% | 122 |
|
|
2018
Q4 | $724K | Buy |
5,675
+156
| +3% | +$19.9K | 0.08% | 130 |
|
|
2018
Q3 | $826K | Sell |
5,519
-230
| -4% | -$34.4K | 0.08% | 126 |
|
|
2018
Q2 | $807K | Sell |
5,749
-1,777
| -24% | -$249K | 0.09% | 128 |
|
|
2018
Q1 | $975K | Buy |
7,526
+2,189
| +41% | +$284K | 0.12% | 116 |
|
|
2017
Q4 | $732K | Sell |
5,337
-2,189
| -29% | -$300K | 0.09% | 128 |
|
|
2017
Q3 | $975K | Buy |
7,526
+381
| +5% | +$49.4K | 0.12% | 116 |
|
|
2017
Q2 | $889K | Hold |
7,145
| – | – | 0.12% | 115 |
|
|
2017
Q1 | $867K | Sell |
7,145
-773
| -10% | -$93.8K | 0.12% | 114 |
|
|
2016
Q4 | $913K | Buy |
7,918
+2,040
| +35% | +$235K | 0.14% | 112 |
|
|
2016
Q3 | $654K | Buy |
5,878
+232
| +4% | +$25.8K | 0.1% | 128 |
|
|
2016
Q2 | $605K | Hold |
5,646
| – | – | 0.1% | 128 |
|
|
2016
Q1 | $592K | Sell |
5,646
-694
| -11% | -$72.8K | 0.1% | 130 |
|
|
2015
Q4 | $661K | Buy |
6,340
+100
| +2% | +$10.4K | 0.11% | 138 |
|
|
2015
Q3 | $616K | Buy |
6,240
+2,123
| +52% | +$210K | 0.11% | 140 |
|
|
2015
Q2 | $441K | Sell |
4,117
-915
| -18% | -$98K | 0.08% | 158 |
|
|
2015
Q1 | $540K | Buy |
5,032
+1,258
| +33% | +$135K | 0.1% | 155 |
|
|
2014
Q4 | $400K | Hold |
3,774
| – | – | 0.15% | 132 |
|
|
2014
Q3 | $382K | Buy |
3,774
+338
| +10% | +$34.2K | 0.16% | 117 |
|
|
2014
Q2 | $350K | Hold |
3,436
| – | – | 0.15% | 120 |
|
|
2014
Q1 | $335K | Buy |
3,436
+45
| +1% | +$4.39K | 0.16% | 117 |
|
|
2013
Q4 | $325K | Buy |
+3,391
| New | +$325K | 0.19% | 110 |
|