KFS
Kaizen Financial Strategies’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 | $927K | Hold |
3,049
| – | – | 0.47% | 38 |
|
|
2025
Q1 | $838K | Hold |
3,049
| – | – | 0.48% | 34 |
|
|
2024
Q4 | $884K | Sell |
3,049
-283
| -8% | -$82K | 0.5% | 32 |
|
|
2024
Q3 | $943K | Hold |
3,332
| – | – | 0.55% | 33 |
|
|
2024
Q2 | $895K | Sell |
3,332
-549
| -14% | -$147K | 0.56% | 32 |
|
|
2024
Q1 | $1.01M | Sell |
3,881
-168
| -4% | -$43.7K | 0.68% | 26 |
|
|
2023
Q4 | $961K | Sell |
4,049
-391
| -9% | -$92.8K | 0.73% | 25 |
|
|
2023
Q3 | $943K | Sell |
4,440
-154
| -3% | -$32.7K | 0.8% | 27 |
|
|
2023
Q2 | $1.02M | Buy |
4,594
+35
| +0.8% | +$7.78K | 0.87% | 23 |
|
|
2023
Q1 | $930K | Sell |
4,559
-12,432
| -73% | -$2.54M | 0.92% | 23 |
|
|
2022
Q4 | $3.4M | Sell |
16,991
-911
| -5% | -$182K | 3.36% | 4 |
|
|
2022
Q3 | $3.21M | Sell |
17,902
-4,784
| -21% | -$859K | 3.26% | 5 |
|
|
2022
Q2 | $4.28M | Sell |
22,686
-813
| -3% | -$153K | 4.22% | 3 |
|
|
2022
Q1 | $5.35M | Buy |
23,499
+11,225
| +91% | +$2.56M | 4.19% | 3 |
|
|
2021
Q4 | $2.96M | Buy |
12,274
+3,035
| +33% | +$733K | 2.22% | 7 |
|
|
2021
Q3 | $2.05M | Buy |
+9,239
| New | +$2.05M | 1.65% | 14 |
|
|
2021
Q1 | $1.5M | Buy |
7,244
+670
| +10% | +$138K | 1.43% | 16 |
|
|
2020
Q4 | $1.28M | Buy |
+6,574
| New | +$1.28M | 1.42% | 12 |
|