SWM Advisors’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
2022
Q3
$215K Sell
1,198
-4
-0.3% -$718 0.2% 22
2022
Q2
$227K Buy
1,202
+76
+7% +$14.4K 0.21% 19
2022
Q1
$256K Buy
1,126
+39
+4% +$8.87K 0.2% 24
2021
Q4
$251K Buy
+1,087
New +$251K 0.22% 25