KFA Private Wealth Group’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 | $2.34M | Buy |
7,711
+23
| +0.3% | +$6.99K | 0.73% | 26 |
|
|
2025
Q1 | $2.11M | Buy |
7,688
+1,175
| +18% | +$323K | 0.74% | 24 |
|
|
2024
Q4 | $1.89M | Buy |
6,513
+65
| +1% | +$18.8K | 0.79% | 26 |
|
|
2024
Q3 | $1.83M | Sell |
6,448
-699
| -10% | -$198K | 0.87% | 26 |
|
|
2024
Q2 | $1.91M | Sell |
7,147
-684
| -9% | -$183K | 0.99% | 25 |
|
|
2024
Q1 | $2.04M | Buy |
7,831
+989
| +14% | +$257K | 0.63% | 27 |
|
|
2023
Q4 | $1.62M | Sell |
6,842
-562
| -8% | -$133K | 0.58% | 26 |
|
|
2023
Q3 | $1.57M | Sell |
7,404
-331
| -4% | -$70.3K | 0.65% | 23 |
|
|
2023
Q2 | $1.7M | Buy |
7,735
+8
| +0.1% | +$1.76K | 0.71% | 22 |
|
|
2023
Q1 | $1.58M | Buy |
7,727
+1,622
| +27% | +$331K | 0.72% | 21 |
|
|
2022
Q4 | $1.17M | Sell |
6,105
-72
| -1% | -$13.8K | 0.6% | 24 |
|
|
2022
Q3 | $1.11M | Buy |
6,177
+303
| +5% | +$54.4K | 0.59% | 24 |
|
|
2022
Q2 | $1.11M | Buy |
5,874
+2,690
| +84% | +$507K | 0.61% | 24 |
|
|
2022
Q1 | $725K | Sell |
3,184
-10
| -0.3% | -$2.28K | 0.36% | 35 |
|
|
2021
Q4 | $771K | Buy |
3,194
+23
| +0.7% | +$5.55K | 0.38% | 31 |
|
|
2021
Q3 | $704K | Buy |
3,171
+47
| +2% | +$10.4K | 0.39% | 33 |
|
|
2021
Q2 | $696K | Buy |
3,124
+49
| +2% | +$10.9K | 0.38% | 33 |
|
|
2021
Q1 | $636K | Buy |
3,075
+293
| +11% | +$60.6K | 0.37% | 33 |
|
|
2020
Q4 | $542K | Buy |
2,782
+3
| +0.1% | +$584 | 0.34% | 34 |
|
|
2020
Q3 | $473K | Buy |
+2,779
| New | +$473K | 0.35% | 33 |
|
|
2020
Q2 | – | Sell |
-2,641
| Closed | -$340K | – | 56 |
|
|
2020
Q1 | $340K | Buy |
2,641
+1,182
| +81% | +$152K | 0.4% | 34 |
|
|
2019
Q4 | $239K | Buy |
+1,459
| New | +$239K | 0.22% | 46 |
|