Kingsview Wealth Management’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 | $9.01M | Buy |
29,651
+1,657
| +6% | +$504K | 0.15% | 142 |
|
|
2025
Q1 | $7.69M | Buy |
27,994
+2,028
| +8% | +$557K | 0.15% | 155 |
|
|
2024
Q4 | $7.53M | Sell |
25,966
-13,681
| -35% | -$3.96M | 0.15% | 156 |
|
|
2024
Q3 | $11.2M | Buy |
39,647
+2,343
| +6% | +$663K | 0.24% | 79 |
|
|
2024
Q2 | $9.98M | Buy |
37,304
+569
| +2% | +$152K | 0.24% | 83 |
|
|
2024
Q1 | $9.55M | Buy |
36,735
+1,129
| +3% | +$293K | 0.24% | 82 |
|
|
2023
Q4 | $8.45M | Buy |
35,606
+159
| +0.4% | +$37.7K | 0.25% | 94 |
|
|
2023
Q3 | $7.53M | Buy |
35,447
+589
| +2% | +$125K | 0.27% | 83 |
|
|
2023
Q2 | $7.68M | Buy |
34,858
+610
| +2% | +$134K | 0.3% | 78 |
|
|
2023
Q1 | $6.99M | Sell |
34,248
-1,633
| -5% | -$333K | 0.29% | 80 |
|
|
2022
Q4 | $6.86M | Buy |
35,881
+4,651
| +15% | +$889K | 0.3% | 84 |
|
|
2022
Q3 | $5.61M | Buy |
31,230
+15,504
| +99% | +$2.78M | 0.27% | 90 |
|
|
2022
Q2 | $2.97M | Buy |
15,726
+8,566
| +120% | +$1.62M | 0.14% | 160 |
|
|
2022
Q1 | $1.63M | Buy |
7,160
+950
| +15% | +$216K | 0.07% | 278 |
|
|
2021
Q4 | $1.5M | Buy |
6,210
+1,317
| +27% | +$318K | 0.06% | 291 |
|
|
2021
Q3 | $1.09M | Buy |
4,893
+1,040
| +27% | +$231K | 0.05% | 350 |
|
|
2021
Q2 | $863K | Sell |
3,853
-307
| -7% | -$68.8K | 0.04% | 414 |
|
|
2021
Q1 | $871K | Buy |
4,160
+238
| +6% | +$49.8K | 0.05% | 366 |
|
|
2020
Q4 | $763K | Buy |
3,922
+304
| +8% | +$59.1K | 0.06% | 339 |
|
|
2020
Q3 | $616K | Buy |
3,618
+148
| +4% | +$25.2K | 0.06% | 317 |
|
|
2020
Q2 | $543K | Buy |
3,470
+297
| +9% | +$46.5K | 0.05% | 318 |
|
|
2020
Q1 | $409K | Sell |
3,173
-812
| -20% | -$105K | 0.06% | 295 |
|
|
2019
Q4 | $652K | Buy |
3,985
+429
| +12% | +$70.2K | 0.08% | 243 |
|
|
2019
Q3 | $537K | Sell |
3,556
-348
| -9% | -$52.6K | 0.08% | 243 |
|
|
2019
Q2 | $586K | Sell |
3,904
-3,575
| -48% | -$537K | 0.1% | 220 |
|
|
2019
Q1 | $1.08M | Buy |
7,479
+574
| +8% | +$83K | 0.16% | 161 |
|
|
2018
Q4 | $881K | Buy |
6,905
+688
| +11% | +$87.8K | 0.19% | 141 |
|
|
2018
Q3 | $930K | Sell |
6,217
-234
| -4% | -$35K | 0.19% | 151 |
|
|
2018
Q2 | $906K | Buy |
6,451
+389
| +6% | +$54.6K | 0.22% | 134 |
|
|
2018
Q1 | $823K | Buy |
6,062
+591
| +11% | +$80.2K | 0.2% | 141 |
|
|
2017
Q4 | $751K | Buy |
5,471
+413
| +8% | +$56.7K | 0.27% | 112 |
|
|
2017
Q3 | $655K | Buy |
5,058
+1,502
| +42% | +$195K | 0.29% | 110 |
|
|
2017
Q2 | $443K | Buy |
3,556
+651
| +22% | +$81.1K | 0.23% | 135 |
|
|
2017
Q1 | $352K | Buy |
+2,905
| New | +$352K | 0.21% | 146 |
|