KJWM
Kiley Juergens Wealth Management’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 | $3.7M | Buy |
12,183
+1,491
| +14% | +$453K | 0.85% | 27 |
|
|
2025
Q1 | $2.94M | Buy |
10,692
+291
| +3% | +$80K | 0.78% | 29 |
|
|
2024
Q4 | $3.01M | Sell |
10,401
-227
| -2% | -$65.8K | 0.76% | 30 |
|
|
2024
Q3 | $3.01M | Sell |
10,628
-223
| -2% | -$63.1K | 0.78% | 28 |
|
|
2024
Q2 | $2.9M | Buy |
+10,851
| New | +$2.9M | 0.81% | 29 |
|
|
2018
Q4 | – | Sell |
-2,127
| Closed | -$318K | – | 645 |
|
|
2018
Q3 | $318K | Buy |
2,127
+234
| +12% | +$35K | 0.24% | 72 |
|
|
2018
Q2 | $265K | Hold |
1,893
| – | – | 0.24% | 68 |
|
|
2018
Q1 | $256K | Buy |
1,893
+183
| +11% | +$24.7K | 0.28% | 67 |
|
|
2017
Q4 | $234K | Buy |
+1,710
| New | +$234K | 0.21% | 73 |
|