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KB Financial Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

KB Financial Partners’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
2023
Q2 		– Sell
-72
Closed -$15K – 638
2023
Q1 		$15K Sell
72
-168
-70% -$33.6K ﹤0.01% 365
2022
Q4 		$46K Hold
240
– – 0.02% 269
2022
Q3 		$43K Sell
240
-120
-33% -$23.9K 0.02% 263
2022
Q2 		$68K Buy
360
+253
+236% +$52K 0.02% 232
2022
Q1 		$24K Buy
+107
New +$24.1K 0.01% 339

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KB Financial Partners's VTI Position: Q2 2023 in Review

KB Financial Partners sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2023, closing a stake of 72 shares — an estimated $15K sold.

KB Financial Partners first reported a position in VTI in Q1 2022 and held it in 5 quarters. The position peaked at $68K in Q2 2022. 2,379 funds tracked by Wall St. Rank hold VTI as of Q2 2023.

  • KB Financial Partners reported no remaining Vanguard Total Stock Market ETF position as of Q2 2023 after selling out during the quarter.
  • KB Financial Partners sold 72 Vanguard Total Stock Market ETF shares in Q2 2023, an estimated $15K.
  • KB Financial Partners first reported a position in Vanguard Total Stock Market ETF in Q1 2022 and held it in 5 quarters.
  • KB Financial Partners's Vanguard Total Stock Market ETF position peaked at $68K in Q2 2022.
  • 2,379 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2023.

Based on KB Financial Partners's 13F filing for Q2 2023, filed 15 Aug 2023.