Keystone Financial Services (Colorado)’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 | $850K | Sell |
2,795
-31
| -1% | -$9.42K | 0.29% | 44 |
|
|
2025
Q1 | $777K | Buy |
2,826
+9
| +0.3% | +$2.47K | 0.3% | 45 |
|
|
2024
Q4 | $817K | Sell |
2,817
-49
| -2% | -$14.2K | 0.31% | 35 |
|
|
2024
Q3 | $812K | Sell |
2,866
-26
| -0.9% | -$7.36K | 0.31% | 36 |
|
|
2024
Q2 | $774K | Sell |
2,892
-1,372
| -32% | -$367K | 0.32% | 36 |
|
|
2024
Q1 | $1.11M | Buy |
4,264
+375
| +10% | +$97.5K | 0.48% | 28 |
|
|
2023
Q4 | $923K | Sell |
3,889
-484
| -11% | -$115K | 0.44% | 27 |
|
|
2023
Q3 | $929K | Buy |
4,373
+5
| +0.1% | +$1.06K | 0.49% | 25 |
|
|
2023
Q2 | $962K | Buy |
4,368
+10
| +0.2% | +$2.2K | 0.49% | 20 |
|
|
2023
Q1 | $890K | Buy |
4,358
+56
| +1% | +$11.4K | 0.48% | 21 |
|
|
2022
Q4 | $879K | Buy |
4,302
+137
| +3% | +$28K | 0.47% | 22 |
|
|
2022
Q3 | $795K | Sell |
4,165
-142
| -3% | -$27.1K | 0.46% | 25 |
|
|
2022
Q2 | $882K | Sell |
4,307
-2,106
| -33% | -$431K | 0.48% | 23 |
|
|
2022
Q1 | $1.27M | Sell |
6,413
-14
| -0.2% | -$2.78K | 0.73% | 19 |
|
|
2021
Q4 | $1.55M | Buy |
+6,427
| New | +$1.55M | 0.8% | 19 |
|