SWMG LLC’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.65M | Buy |
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|
2025
Q2 | $8.64M | Buy |
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|
2025
Q1 | $6.23M | Buy |
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|
2024
Q4 | $6.67M | Sell |
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|
2024
Q3 | $6.61M | Buy |
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|
2024
Q2 | $5.48M | Sell |
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|
2024
Q1 | $5.37M | Buy |
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|
2023
Q4 | $4.85M | Sell |
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|
2023
Q3 | $4.36M | Buy |
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|
2023
Q2 | $4.49M | Sell |
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|
2023
Q1 | $4.23M | Sell |
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|
2022
Q4 | $4.03M | Sell |
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|
2022
Q3 | $7.39M | Buy |
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|
2022
Q1 | $10.3M | Buy |
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|
2021
Q4 | $10.9M | Sell |
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|
2021
Q3 | $10.3M | Buy |
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|
2021
Q2 | $9.47M | Buy |
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|
2021
Q1 | $8.7M | Sell |
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|
2020
Q4 | $8.41M | Buy |
|