KTC
Kistler-Tiffany Companies’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $18.9M | Sell |
46,416
-513
| -1% | -$209K | 3.07% | 2 |
|
|
2023
Q1 | $17.6M | Sell |
46,929
-875
| -2% | -$329K | 3.36% | 2 |
|
|
2022
Q4 | $16.8M | Sell |
47,804
-9,147
| -16% | -$3.21M | 3.45% | 3 |
|
|
2022
Q3 | $18.7M | Sell |
56,951
-2,481
| -4% | -$815K | 4.25% | 2 |
|
|
2022
Q2 | $20.6M | Buy |
59,432
+1,715
| +3% | +$595K | 4.48% | 2 |
|
|
2022
Q1 | $24M | Sell |
57,717
-11,943
| -17% | -$4.96M | 4.53% | 2 |
|
|
2021
Q4 | $30.4M | Buy |
69,660
+31,463
| +82% | +$13.7M | 5.94% | 2 |
|
|
2021
Q3 | $15.1M | Buy |
38,197
+6,718
| +21% | +$2.65M | 3.41% | 5 |
|
|
2021
Q2 | $12.4M | Buy |
31,479
+10,656
| +51% | +$4.19M | 2.85% | 7 |
|
|
2021
Q1 | $7.59M | Buy |
20,823
+6,597
| +46% | +$2.4M | 1.96% | 12 |
|
|
2020
Q4 | $4.89M | Buy |
14,226
+1,815
| +15% | +$624K | 1.39% | 13 |
|
|
2020
Q3 | $3.82M | Sell |
12,411
-3,392
| -21% | -$1.04M | 1.22% | 17 |
|
|
2020
Q2 | $4.48M | Buy |
15,803
+4,730
| +43% | +$1.34M | 1.59% | 13 |
|
|
2020
Q1 | $3.28M | Hold |
11,073
| – | – | 1.16% | 16 |
|
|
2019
Q4 | $3.28M | Buy |
11,073
+2,555
| +30% | +$756K | 1.15% | 16 |
|
|
2019
Q3 | $2.32M | Buy |
8,518
+1,638
| +24% | +$447K | 0.88% | 20 |
|
|
2019
Q2 | $1.85M | Sell |
6,880
-166
| -2% | -$44.7K | 0.7% | 25 |
|
|
2019
Q1 | $1.83M | Buy |
7,046
+620
| +10% | +$161K | 0.76% | 22 |
|
|
2018
Q4 | $1.48M | Buy |
6,426
+1,018
| +19% | +$234K | 0.69% | 29 |
|
|
2018
Q3 | $1.44M | Buy |
5,408
+95
| +2% | +$25.4K | 0.6% | 33 |
|
|
2018
Q2 | $1.33M | Buy |
5,313
+1,320
| +33% | +$329K | 0.59% | 31 |
|
|
2018
Q1 | $967K | Sell |
3,993
-332
| -8% | -$80.4K | 0.4% | 48 |
|
|
2017
Q4 | $1.06M | Buy |
4,325
+521
| +14% | +$128K | 0.42% | 48 |
|
|
2017
Q3 | $878K | Buy |
3,804
+692
| +22% | +$160K | 0.37% | 51 |
|
|
2017
Q2 | $691K | Buy |
+3,112
| New | +$691K | 0.32% | 55 |
|
|
2014
Q1 | – | Sell |
-4,418
| Closed | -$747K | – | 577 |
|
|
2013
Q4 | $747K | Buy |
+4,418
| New | +$747K | 0.56% | 39 |
|