SWS Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-184
| Closed | -$49.4K | – | 296 |
|
|
2024
Q2 | $49.4K | Buy |
+184
| New | +$49.4K | 0.01% | 162 |
|
|
2018
Q2 | – | Sell |
-168
| Closed | -$22K | – | 313 |
|
|
2018
Q1 | $22K | Buy |
168
+1
| +0.6% | +$131 | 0.02% | 212 |
|
|
2017
Q4 | $23K | Buy |
+167
| New | +$23K | 0.02% | 219 |
|