KTM
Keeler Thomas Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,554
| Closed | -$520K | – | 89 |
|
|
2022
Q4 | $520K | Buy |
2,554
+705
| +38% | +$144K | 0.26% | 61 |
|
|
2022
Q3 | $265K | Sell |
1,849
-1,903
| -51% | -$273K | 0.13% | 58 |
|
|
2022
Q2 | $739K | Sell |
3,752
-4,884
| -57% | -$962K | 0.37% | 47 |
|
|
2022
Q1 | $2.05M | Sell |
8,636
-1,393
| -14% | -$331K | 0.99% | 33 |
|
|
2021
Q4 | $2.56M | Sell |
10,029
-704
| -7% | -$179K | 1.11% | 35 |
|
|
2021
Q3 | $2.54M | Sell |
10,733
-19
| -0.2% | -$4.5K | 1.21% | 37 |
|
|
2021
Q2 | $2.55M | Buy |
10,752
+4,801
| +81% | +$1.14M | 1.25% | 38 |
|
|
2021
Q1 | $1.33M | Buy |
+5,951
| New | +$1.33M | 0.7% | 46 |
|