KCFA
Key Client Fiduciary 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 | $1.2M | Buy |
3,953
+83
| +2% | +$25.2K | 0.49% | 47 |
|
|
2025
Q1 | $1.06M | Sell |
3,870
-75
| -2% | -$20.6K | 0.48% | 52 |
|
|
2024
Q4 | $1.14M | Buy |
3,945
+101
| +3% | +$29.3K | 0.5% | 46 |
|
|
2024
Q3 | $1.09M | Sell |
3,844
-381
| -9% | -$108K | 0.49% | 48 |
|
|
2024
Q2 | $1.13M | Sell |
4,225
-6
| -0.1% | -$1.61K | 0.56% | 42 |
|
|
2024
Q1 | $1.1M | Sell |
4,231
-72
| -2% | -$18.7K | 0.58% | 40 |
|
|
2023
Q4 | $1.02M | Sell |
4,303
-233
| -5% | -$55.3K | 0.59% | 36 |
|
|
2023
Q3 | $964K | Buy |
4,536
+34
| +0.8% | +$7.22K | 0.59% | 39 |
|
|
2023
Q2 | $992K | Sell |
4,502
-189
| -4% | -$41.6K | 0.58% | 40 |
|
|
2023
Q1 | $957K | Buy |
4,691
+108
| +2% | +$22K | 0.6% | 37 |
|
|
2022
Q4 | $876K | Sell |
4,583
-720
| -14% | -$138K | 0.59% | 39 |
|
|
2022
Q3 | $952K | Buy |
5,303
+50
| +1% | +$8.98K | 0.86% | 26 |
|
|
2022
Q2 | $991K | Buy |
5,253
+427
| +9% | +$80.6K | 0.97% | 24 |
|
|
2022
Q1 | $1.1M | Buy |
4,826
+259
| +6% | +$59K | 0.87% | 30 |
|
|
2021
Q4 | $1.1M | Buy |
+4,567
| New | +$1.1M | 0.91% | 31 |
|