Key Financial Inc’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
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|
2025
Q1 | $1.07M | Buy |
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|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $1.06M | Sell |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $938K | Hold |
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|
2023
Q3 | $840K | Buy |
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|
2023
Q2 | $533K | Sell |
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|
2023
Q1 | $848K | Buy |
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|
2022
Q4 | $408K | Hold |
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|
2022
Q3 | $408K | Buy |
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|
2022
Q2 | $302K | Sell |
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|
2022
Q1 | $425K | Buy |
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|
2021
Q4 | $447K | Hold |
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|
2021
Q3 | $411K | Hold |
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|
2021
Q2 | $420K | Buy |
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|
2021
Q1 | $381K | Sell |
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|
2020
Q4 | $563K | Buy |
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|
2020
Q3 | $272K | Sell |
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|
2020
Q2 | $272K | Buy |
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|
2020
Q1 | $204K | Sell |
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|
2019
Q4 | $319K | Buy |
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