KIA
KCM Investment Advisors’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Hold |
2,019
| – | – | 0.02% | 256 |
|
|
2025
Q1 | $519K | Hold |
2,019
| – | – | 0.02% | 257 |
|
|
2024
Q4 | $545K | Hold |
2,019
| – | – | 0.02% | 249 |
|
|
2024
Q3 | $532K | Hold |
2,019
| – | – | 0.02% | 261 |
|
|
2024
Q2 | $504K | Hold |
2,019
| – | – | 0.02% | 256 |
|
|
2024
Q1 | $484K | Hold |
2,019
| – | – | 0.02% | 255 |
|
|
2023
Q4 | $441K | Hold |
2,019
| – | – | 0.02% | 265 |
|
|
2023
Q3 | $395K | Sell |
2,019
-43
| -2% | -$8.42K | 0.02% | 269 |
|
|
2023
Q2 | $418K | Hold |
2,062
| – | – | 0.02% | 276 |
|
|
2023
Q1 | $385K | Buy |
2,062
+392
| +23% | +$73.2K | 0.02% | 302 |
|
|
2022
Q4 | $291K | Hold |
1,670
| – | – | 0.01% | 333 |
|
|
2022
Q3 | $273K | Sell |
1,670
-32
| -2% | -$5.23K | 0.01% | 324 |
|
|
2022
Q2 | $293K | Buy |
1,702
+75
| +5% | +$12.9K | 0.01% | 334 |
|
|
2022
Q1 | $339K | Hold |
1,627
| – | – | 0.01% | 341 |
|
|
2021
Q4 | $360K | Sell |
1,627
-130
| -7% | -$28.8K | 0.01% | 323 |
|
|
2021
Q3 | $353K | Hold |
1,757
| – | – | 0.01% | 307 |
|
|
2021
Q2 | $353K | Hold |
1,757
| – | – | 0.01% | 309 |
|
|
2021
Q1 | $326K | Hold |
1,757
| – | – | 0.01% | 302 |
|
|
2020
Q4 | $309K | Hold |
1,757
| – | – | 0.01% | 287 |
|
|
2020
Q3 | $275K | Hold |
1,757
| – | – | 0.02% | 275 |
|
|
2020
Q2 | $251K | Hold |
1,757
| – | – | 0.01% | 294 |
|
|
2020
Q1 | $208K | Sell |
1,757
-208
| -11% | -$24.6K | 0.01% | 290 |
|
|
2019
Q4 | $291K | Sell |
1,965
-200
| -9% | -$29.6K | 0.02% | 294 |
|
|
2019
Q3 | $295K | Buy |
2,165
+273
| +14% | +$37.2K | 0.02% | 288 |
|
|
2019
Q2 | $255K | Hold |
1,892
| – | – | 0.02% | 295 |
|
|
2019
Q1 | $246K | Buy |
1,892
+37
| +2% | +$4.81K | 0.02% | 292 |
|
|
2018
Q4 | $213K | Hold |
1,855
| – | – | 0.01% | 461 |
|
|
2018
Q3 | $248K | Hold |
1,855
| – | – | 0.01% | 463 |
|
|
2018
Q2 | $231K | Sell |
1,855
-245
| -12% | -$30.5K | 0.01% | 479 |
|
|
2018
Q1 | $255K | Hold |
2,100
| – | – | 0.02% | 462 |
|
|
2017
Q4 | $257K | Sell |
2,100
-175
| -8% | -$21.4K | 0.02% | 462 |
|
|
2017
Q3 | $263K | Hold |
2,275
| – | – | 0.02% | 457 |
|
|
2017
Q2 | $253K | Sell |
2,275
-355
| -13% | -$39.5K | 0.02% | 470 |
|
|
2017
Q1 | $284K | Sell |
2,630
-370
| -12% | -$40K | 0.02% | 449 |
|
|
2016
Q4 | $307K | Hold |
3,000
| – | – | 0.02% | 432 |
|
|
2016
Q3 | $297K | Hold |
3,000
| – | – | 0.02% | 444 |
|
|
2016
Q2 | $288K | Hold |
3,000
| – | – | 0.02% | 435 |
|
|
2016
Q1 | $282K | Hold |
3,000
| – | – | 0.02% | 426 |
|
|
2015
Q4 | $281K | Sell |
3,000
-1,179
| -28% | -$110K | 0.02% | 425 |
|
|
2015
Q3 | $368K | Hold |
4,179
| – | – | 0.03% | 383 |
|
|
2015
Q2 | $396K | Buy |
4,179
+329
| +9% | +$31.2K | 0.03% | 380 |
|
|
2015
Q1 | $367K | Sell |
3,850
-7,351
| -66% | -$701K | 0.03% | 393 |
|
|
2014
Q4 | $1.06M | Hold |
11,201
| – | – | 0.09% | 238 |
|
|
2014
Q3 | $1.01M | Buy |
11,201
+6,000
| +115% | +$543K | 0.09% | 234 |
|
|
2014
Q2 | $468K | Sell |
5,201
-100
| -2% | -$9K | 0.04% | 325 |
|
|
2014
Q1 | $456K | Hold |
5,301
| – | – | 0.05% | 304 |
|
|
2013
Q4 | $450K | Buy |
5,301
+1,601
| +43% | +$136K | 0.05% | 298 |
|
|
2013
Q3 | $286K | Buy |
3,700
+1
| +0% | +$77 | 0.03% | 366 |
|
|
2013
Q2 | $272K | Buy |
+3,699
| New | +$272K | 0.03% | 368 |
|