KWS
Keystone Wealth Services’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 | $1.26M | Buy |
4,159
+569
| +16% | +$173K | 0.3% | 80 |
|
|
2025
Q1 | $987K | Buy |
3,590
+203
| +6% | +$55.8K | 0.27% | 90 |
|
|
2024
Q4 | $982K | Buy |
3,387
+143
| +4% | +$41.4K | 0.26% | 90 |
|
|
2024
Q3 | $919K | Buy |
3,244
+793
| +32% | +$225K | 0.25% | 96 |
|
|
2024
Q2 | $656K | Buy |
2,451
+32
| +1% | +$8.56K | 0.2% | 110 |
|
|
2024
Q1 | $629K | Hold |
2,419
| – | – | 0.2% | 110 |
|
|
2023
Q4 | $574K | Hold |
2,419
| – | – | 0.2% | 111 |
|
|
2023
Q3 | $514K | Hold |
2,419
| – | – | 0.2% | 114 |
|
|
2023
Q2 | $533K | Hold |
2,419
| – | – | 0.2% | 111 |
|
|
2023
Q1 | $494K | Hold |
2,419
| – | – | 0.2% | 114 |
|
|
2022
Q4 | $462K | Buy |
2,419
+160
| +7% | +$30.6K | 0.2% | 110 |
|
|
2022
Q3 | $405K | Sell |
2,259
-13
| -0.6% | -$2.33K | 0.19% | 98 |
|
|
2022
Q2 | $429K | Sell |
2,272
-815
| -26% | -$154K | 0.19% | 100 |
|
|
2022
Q1 | $703K | Sell |
3,087
-6
| -0.2% | -$1.37K | 0.28% | 78 |
|
|
2021
Q4 | $747K | Buy |
+3,093
| New | +$747K | 0.3% | 73 |
|