Kingswood Wealth Advisors’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 | $6.76M | Buy |
22,245
+1,769
| +9% | +$538K | 0.53% | 30 |
|
|
2025
Q1 | $5.63M | Sell |
20,476
-12,852
| -39% | -$3.54M | 0.51% | 28 |
|
|
2024
Q4 | $9.66M | Buy |
33,328
+14,519
| +77% | +$4.21M | 0.73% | 18 |
|
|
2024
Q3 | $5.32M | Buy |
18,809
+4,045
| +27% | +$1.14M | 0.38% | 59 |
|
|
2024
Q2 | $3.95M | Buy |
14,764
+2,368
| +19% | +$633K | 0.36% | 61 |
|
|
2024
Q1 | $3.22M | Sell |
12,396
-2,563
| -17% | -$666K | 0.37% | 56 |
|
|
2023
Q4 | $3.55M | Buy |
14,959
+7,090
| +90% | +$1.68M | 0.4% | 51 |
|
|
2023
Q3 | $1.67M | Buy |
7,869
+3,671
| +87% | +$780K | 0.29% | 91 |
|
|
2023
Q2 | $925K | Buy |
+4,198
| New | +$925K | 0.29% | 89 |
|