Kennedy Investment Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $218K | Buy |
+718
| New | +$218K | 0.09% | 124 |
|
2025
Q1 | – | Sell |
-766
| Closed | -$222K | – | 132 |
|
2024
Q4 | $222K | Buy |
766
+3
| +0.4% | +$869 | 0.1% | 115 |
|
2024
Q3 | $216K | Sell |
763
-41
| -5% | -$11.6K | 0.1% | 117 |
|
2024
Q2 | $215K | Sell |
804
-14
| -2% | -$3.75K | 0.11% | 112 |
|
2024
Q1 | $213K | Buy |
+818
| New | +$213K | 0.11% | 114 |
|