KIA
KCM Investment Advisors’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 | $67M | Sell |
220,458
-1,598
| -0.7% | -$486K | 2.25% | 7 |
|
|
2025
Q1 | $61M | Buy |
222,056
+369
| +0.2% | +$101K | 2.19% | 7 |
|
|
2024
Q4 | $64.2M | Sell |
221,687
-869
| -0.4% | -$252K | 2.22% | 6 |
|
|
2024
Q3 | $63M | Buy |
222,556
+179
| +0.1% | +$50.7K | 2.13% | 5 |
|
|
2024
Q2 | $59.5M | Buy |
222,377
+113
| +0.1% | +$30.2K | 2.14% | 6 |
|
|
2024
Q1 | $57.8M | Sell |
222,264
-751
| -0.3% | -$195K | 2.13% | 6 |
|
|
2023
Q4 | $52.9M | Sell |
223,015
-831
| -0.4% | -$197K | 2.11% | 5 |
|
|
2023
Q3 | $47.5M | Sell |
223,846
-1,059
| -0.5% | -$225K | 2.05% | 6 |
|
|
2023
Q2 | $49.5M | Sell |
224,905
-12,410
| -5% | -$2.73M | 1.99% | 6 |
|
|
2023
Q1 | $48.4M | Buy |
237,315
+10,013
| +4% | +$2.04M | 1.96% | 6 |
|
|
2022
Q4 | $43.5M | Buy |
227,302
+1,539
| +0.7% | +$294K | 1.87% | 9 |
|
|
2022
Q3 | $40.5M | Sell |
225,763
-93
| -0% | -$16.7K | 1.87% | 9 |
|
|
2022
Q2 | $42.6M | Buy |
225,856
+1,760
| +0.8% | +$332K | 1.86% | 8 |
|
|
2022
Q1 | $51M | Buy |
224,096
+1,222
| +0.5% | +$278K | 1.87% | 6 |
|
|
2021
Q4 | $53.8M | Sell |
222,874
-70
| -0% | -$16.9K | 1.87% | 7 |
|
|
2021
Q3 | $49.5M | Sell |
222,944
-1,471
| -0.7% | -$327K | 1.97% | 6 |
|
|
2021
Q2 | $50M | Buy |
224,415
+414
| +0.2% | +$92.2K | 2.02% | 6 |
|
|
2021
Q1 | $46.3M | Buy |
224,001
+2,795
| +1% | +$578K | 2.05% | 6 |
|
|
2020
Q4 | $43.1M | Buy |
221,206
+2,795
| +1% | +$544K | 2.08% | 6 |
|
|
2020
Q3 | $37.2M | Sell |
218,411
-128,032
| -37% | -$21.8M | 2.06% | 8 |
|
|
2020
Q2 | $54.2M | Buy |
346,443
+15,685
| +5% | +$2.46M | 3.05% | 4 |
|
|
2020
Q1 | $42.6M | Buy |
330,758
+168,605
| +104% | +$21.7M | 2.87% | 4 |
|
|
2019
Q4 | $26.5M | Buy |
162,153
+3,969
| +3% | +$649K | 1.44% | 16 |
|
|
2019
Q3 | $23.9M | Buy |
158,184
+378
| +0.2% | +$57.1K | 1.39% | 18 |
|
|
2019
Q2 | $23.7M | Buy |
157,806
+1,428
| +0.9% | +$214K | 1.42% | 16 |
|
|
2019
Q1 | $22.6M | Buy |
156,378
+26,291
| +20% | +$3.8M | 1.46% | 15 |
|
|
2018
Q4 | $16.6M | Sell |
130,087
-237
| -0.2% | -$30.2K | 1.1% | 23 |
|
|
2018
Q3 | $19.5M | Sell |
130,324
-790
| -0.6% | -$118K | 1.12% | 19 |
|
|
2018
Q2 | $18.4M | Sell |
131,114
-4,060
| -3% | -$570K | 1.13% | 19 |
|
|
2018
Q1 | $18.3M | Sell |
135,174
-527
| -0.4% | -$71.5K | 1.11% | 18 |
|
|
2017
Q4 | $18.6M | Sell |
135,701
-1,107
| -0.8% | -$152K | 1.09% | 17 |
|
|
2017
Q3 | $17.7M | Buy |
136,808
+76
| +0.1% | +$9.84K | 1.08% | 16 |
|
|
2017
Q2 | $17M | Buy |
136,732
+71
| +0.1% | +$8.84K | 1.07% | 18 |
|
|
2017
Q1 | $16.6M | Buy |
136,661
+2,226
| +2% | +$270K | 1.06% | 16 |
|
|
2016
Q4 | $15.5M | Buy |
134,435
+2,799
| +2% | +$323K | 1.04% | 17 |
|
|
2016
Q3 | $14.7M | Buy |
131,636
+2,690
| +2% | +$299K | 1% | 19 |
|
|
2016
Q2 | $13.8M | Sell |
128,946
-217
| -0.2% | -$23.3K | 0.97% | 18 |
|
|
2016
Q1 | $13.5M | Buy |
129,163
+9,035
| +8% | +$947K | 1% | 16 |
|
|
2015
Q4 | $12.5M | Sell |
120,128
-10,923
| -8% | -$1.14M | 0.99% | 16 |
|
|
2015
Q3 | $12.9M | Buy |
131,051
+9,333
| +8% | +$921K | 1.07% | 10 |
|
|
2015
Q2 | $13M | Sell |
121,718
-178
| -0.1% | -$19K | 1.04% | 10 |
|
|
2015
Q1 | $13.1M | Buy |
121,896
+1,812
| +2% | +$194K | 1.05% | 12 |
|
|
2014
Q4 | $12.7M | Buy |
120,084
+20,847
| +21% | +$2.21M | 1.07% | 13 |
|
|
2014
Q3 | $10M | Sell |
99,237
-2,764
| -3% | -$280K | 0.92% | 16 |
|
|
2014
Q2 | $10.4M | Sell |
102,001
-22,804
| -18% | -$2.32M | 0.97% | 15 |
|
|
2014
Q1 | $12.2M | Buy |
124,805
+2,530
| +2% | +$247K | 1.26% | 12 |
|
|
2013
Q4 | $11.7M | Buy |
122,275
+7,638
| +7% | +$733K | 1.28% | 12 |
|
|
2013
Q3 | $10M | Buy |
114,637
+4,911
| +4% | +$430K | 1.2% | 13 |
|
|
2013
Q2 | $9.07M | Buy |
+109,726
| New | +$9.07M | 1.1% | 17 |
|