KWMG
King Wealth Management Group’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 | $1.49M | Sell |
4,906
-69
| -1% | -$21K | 0.2% | 48 |
|
|
2025
Q1 | $1.37M | Sell |
4,975
-46
| -0.9% | -$12.6K | 0.21% | 52 |
|
|
2024
Q4 | $1.46M | Hold |
5,021
| – | – | 0.21% | 50 |
|
|
2024
Q3 | $1.42M | Sell |
5,021
-377
| -7% | -$107K | 0.22% | 51 |
|
|
2024
Q2 | $1.44M | Hold |
5,398
| – | – | 0.24% | 48 |
|
|
2024
Q1 | $1.4M | Hold |
5,398
| – | – | 0.25% | 48 |
|
|
2023
Q4 | $1.28M | Sell |
5,398
-2
| -0% | -$475 | 0.25% | 50 |
|
|
2023
Q3 | $1.15M | Hold |
5,400
| – | – | 0.24% | 50 |
|
|
2023
Q2 | $1.19M | Hold |
5,400
| – | – | 0.24% | 51 |
|
|
2023
Q1 | $1.1M | Hold |
5,400
| – | – | 0.24% | 54 |
|
|
2022
Q4 | $1.03M | Hold |
5,400
| – | – | 0.25% | 55 |
|
|
2022
Q3 | $969K | Hold |
5,400
| – | – | 0.25% | 56 |
|
|
2022
Q2 | $1.02M | Sell |
5,400
-160
| -3% | -$30.2K | 0.24% | 54 |
|
|
2022
Q1 | $1.27M | Hold |
5,560
| – | – | 0.25% | 54 |
|
|
2021
Q4 | $1.34M | Hold |
5,560
| – | – | 0.25% | 55 |
|
|
2021
Q3 | $1.24M | Sell |
5,560
-2
| -0% | -$444 | 0.25% | 55 |
|
|
2021
Q2 | $1.24M | Buy |
5,562
+28
| +0.5% | +$6.24K | 0.25% | 57 |
|
|
2021
Q1 | $1.14M | Hold |
5,534
| – | – | 0.26% | 59 |
|
|
2020
Q4 | $1.08M | Buy |
5,534
+48
| +0.9% | +$9.34K | 0.25% | 61 |
|
|
2020
Q3 | $934K | Hold |
5,486
| – | – | 0.24% | 59 |
|
|
2020
Q2 | $859K | Sell |
5,486
-1,640
| -23% | -$257K | 0.25% | 60 |
|
|
2020
Q1 | $919K | Sell |
7,126
-1,470
| -17% | -$190K | 0.4% | 41 |
|
|
2019
Q4 | $1.41M | Buy |
8,596
+36
| +0.4% | +$5.89K | 0.37% | 39 |
|
|
2019
Q3 | $1.29M | Sell |
8,560
-183
| -2% | -$27.6K | 0.37% | 42 |
|
|
2019
Q2 | $1.31M | Hold |
8,743
| – | – | 0.39% | 38 |
|
|
2019
Q1 | $1.27M | Buy |
8,743
+122
| +1% | +$17.7K | 0.4% | 41 |
|
|
2018
Q4 | $1.1M | Sell |
8,621
-117
| -1% | -$14.9K | 0.4% | 41 |
|
|
2018
Q3 | $1.31M | Sell |
8,738
-125
| -1% | -$18.7K | 0.41% | 42 |
|
|
2018
Q2 | $1.25M | Hold |
8,863
| – | – | 0.43% | 42 |
|
|
2018
Q1 | $1.2M | Buy |
8,863
+1,570
| +22% | +$213K | 0.43% | 44 |
|
|
2017
Q4 | $1M | Buy |
7,293
+820
| +13% | +$113K | 0.35% | 45 |
|
|
2017
Q3 | $839K | Buy |
6,473
+94
| +1% | +$12.2K | 0.31% | 49 |
|
|
2017
Q2 | $794K | Hold |
6,379
| – | – | 0.32% | 52 |
|
|
2017
Q1 | $774K | Buy |
6,379
+402
| +7% | +$48.8K | 0.32% | 52 |
|
|
2016
Q4 | $689K | Sell |
5,977
-5
| -0.1% | -$576 | 0.31% | 49 |
|
|
2016
Q3 | $666K | Hold |
5,982
| – | – | 0.33% | 50 |
|
|
2016
Q2 | $641K | Sell |
5,982
-175
| -3% | -$18.8K | 0.34% | 49 |
|
|
2016
Q1 | $645K | Sell |
6,157
-48
| -0.8% | -$5.03K | 0.35% | 50 |
|
|
2015
Q4 | $647K | Hold |
6,205
| – | – | 0.36% | 54 |
|
|
2015
Q3 | $613K | Hold |
6,205
| – | – | 0.38% | 49 |
|
|
2015
Q2 | $664K | Buy |
6,205
+23
| +0.4% | +$2.46K | 0.36% | 52 |
|
|
2015
Q1 | $663K | Sell |
6,182
-1,972
| -24% | -$211K | 0.38% | 48 |
|
|
2014
Q4 | $864K | Buy |
8,154
+1,358
| +20% | +$144K | 0.46% | 50 |
|
|
2014
Q3 | $688K | Buy |
6,796
+335
| +5% | +$33.9K | 0.43% | 50 |
|
|
2014
Q2 | $657K | Buy |
6,461
+566
| +10% | +$57.6K | 0.4% | 54 |
|
|
2014
Q1 | $575K | Sell |
5,895
-740
| -11% | -$72.1K | 0.4% | 49 |
|
|
2013
Q4 | $636K | Buy |
6,635
+2,500
| +60% | +$240K | 0.36% | 63 |
|
|
2013
Q3 | $362K | Buy |
4,135
+10
| +0.2% | +$876 | 0.24% | 75 |
|
|
2013
Q2 | $341K | Buy |
+4,125
| New | +$341K | 0.24% | 77 |
|