SWP Financial’s Vanguard Total Stock Market ETF VTI Stock Holding History

SWP Financial’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$351K	Sell
2025 Q2	$337K	Sell
2025 Q1	$307K	Sell
2024 Q4	$343K	Sell
2024 Q3	$2.38M	Sell
2024 Q2	$2.26M	Sell
2024 Q1	$5.32M	Sell
2023 Q4	$5.06M	Buy