SPWG
Syntegra Private Wealth Group’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 | $5.92M | Buy |
19,484
+1,454
| +8% | +$442K | 0.6% | 22 |
|
|
2025
Q1 | $4.96M | Buy |
18,030
+18
| +0.1% | +$4.95K | 0.58% | 21 |
|
|
2024
Q4 | $5.22M | Sell |
18,012
-60
| -0.3% | -$17.4K | 0.59% | 22 |
|
|
2024
Q3 | $5.12M | Sell |
18,072
-24
| -0.1% | -$6.8K | 0.59% | 22 |
|
|
2024
Q2 | $4.84M | Sell |
18,096
-38
| -0.2% | -$10.2K | 0.62% | 21 |
|
|
2024
Q1 | $4.71M | Sell |
18,134
-150
| -0.8% | -$39K | 0.61% | 22 |
|
|
2023
Q4 | $4.34M | Sell |
18,284
-539
| -3% | -$128K | 0.61% | 22 |
|
|
2023
Q3 | $4M | Sell |
18,823
-295
| -2% | -$62.7K | 0.63% | 21 |
|
|
2023
Q2 | $4.21M | Sell |
19,118
-1,461
| -7% | -$322K | 0.64% | 22 |
|
|
2023
Q1 | $4.2M | Buy |
20,579
+11
| +0.1% | +$2.25K | 0.75% | 21 |
|
|
2022
Q4 | $3.94M | Buy |
+20,568
| New | +$3.94M | 0.79% | 20 |
|