SFC
Swisher Financial Concepts’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 | $12M | Buy |
39,366
+5,285
| +16% | +$1.61M | 7.72% | 1 |
|
|
2025
Q1 | $9.37M | Buy |
+34,081
| New | +$9.37M | 7.74% | 3 |
|
|
2024
Q4 | – | Sell |
-4,460
| Closed | -$1.23M | – | 85 |
|
|
2024
Q3 | $1.23M | Buy |
4,460
+3,034
| +213% | +$838K | 0.78% | 21 |
|
|
2024
Q2 | $384K | Buy |
1,426
+508
| +55% | +$137K | 0.39% | 47 |
|
|
2024
Q1 | $234K | Buy |
+918
| New | +$234K | 0.2% | 75 |
|