Swan Capital’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
$521K Sell
1,713
-136
-7% -$41.3K 0.23% 27
2025
Q1
$508K Hold
1,849
0.23% 24
2024
Q4
$536K Hold
1,849
0.26% 25
2024
Q3
$524K Hold
1,849
0.26% 24
2024
Q2
$495K Hold
1,849
0.27% 25
2024
Q1
$481K Buy
+1,849
New +$481K 0.27% 24