Keystone Financial Services (Colorado)’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 | $850K | Sell |
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|
2025
Q1 | $777K | Buy |
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|
2024
Q4 | $817K | Sell |
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|
2024
Q3 | $812K | Sell |
|
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|
2024
Q2 | $774K | Sell |
|
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|
2024
Q1 | $1.11M | Buy |
|
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|
2023
Q4 | $923K | Sell |
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|
2023
Q3 | $929K | Buy |
|
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|
2023
Q2 | $962K | Buy |
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|
2023
Q1 | $890K | Buy |
|
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|
2022
Q4 | $879K | Buy |
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|
2022
Q3 | $795K | Sell |
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|
2022
Q2 | $882K | Sell |
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|
2022
Q1 | $1.27M | Sell |
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|
2021
Q4 | $1.55M | Buy |
|