Key Financial Inc’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 | $1.19M | Buy |
3,903
+4
| +0.1% | +$1.22K | 0.24% | 79 |
|
|
2025
Q1 | $1.07M | Buy |
3,899
+32
| +0.8% | +$8.8K | 0.23% | 75 |
|
|
2024
Q4 | $1.12M | Buy |
3,867
+19
| +0.5% | +$5.51K | 0.25% | 73 |
|
|
2024
Q3 | $1.09M | Sell |
3,848
-108
| -3% | -$30.6K | 0.24% | 73 |
|
|
2024
Q2 | $1.06M | Sell |
3,956
-39
| -1% | -$10.4K | 0.25% | 70 |
|
|
2024
Q1 | $1.04M | Buy |
3,995
+42
| +1% | +$10.9K | 0.26% | 69 |
|
|
2023
Q4 | $938K | Hold |
3,953
| – | – | 0.26% | 74 |
|
|
2023
Q3 | $840K | Buy |
3,953
+1,533
| +63% | +$326K | 0.28% | 72 |
|
|
2023
Q2 | $533K | Sell |
2,420
-1,735
| -42% | -$382K | 0.18% | 103 |
|
|
2023
Q1 | $848K | Buy |
4,155
+1,883
| +83% | +$384K | 0.31% | 63 |
|
|
2022
Q4 | $408K | Hold |
2,272
| – | – | 0.19% | 103 |
|
|
2022
Q3 | $408K | Buy |
2,272
+690
| +44% | +$124K | 0.19% | 104 |
|
|
2022
Q2 | $302K | Sell |
1,582
-285
| -15% | -$54.4K | 0.16% | 112 |
|
|
2022
Q1 | $425K | Buy |
1,867
+15
| +0.8% | +$3.42K | 0.21% | 88 |
|
|
2021
Q4 | $447K | Hold |
1,852
| – | – | 0.22% | 86 |
|
|
2021
Q3 | $411K | Hold |
1,852
| – | – | 0.23% | 86 |
|
|
2021
Q2 | $420K | Buy |
1,852
+7
| +0.4% | +$1.59K | 0.23% | 88 |
|
|
2021
Q1 | $381K | Sell |
1,845
-1,045
| -36% | -$216K | 0.25% | 82 |
|
|
2020
Q4 | $563K | Buy |
2,890
+1,291
| +81% | +$251K | 0.42% | 49 |
|
|
2020
Q3 | $272K | Sell |
1,599
-164
| -9% | -$27.9K | 0.28% | 84 |
|
|
2020
Q2 | $272K | Buy |
1,763
+205
| +13% | +$31.6K | 0.31% | 81 |
|
|
2020
Q1 | $204K | Sell |
1,558
-391
| -20% | -$51.2K | 0.21% | 90 |
|
|
2019
Q4 | $319K | Buy |
+1,949
| New | +$319K | 0.3% | 77 |
|