Kistler-Tiffany Companies’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $13.9M | Buy |
62,877
+1,943
| +3% | +$405K | 2.25% | 7 |
|
|
2023
Q1 | $12.4M | Buy |
60,934
+994
| +2% | +$199K | 2.37% | 8 |
|
|
2022
Q4 | $11.5M | Sell |
59,940
-1,502
| -2% | -$289K | 2.36% | 6 |
|
|
2022
Q3 | $11M | Buy |
61,442
+552
| +0.9% | +$110K | 2.51% | 6 |
|
|
2022
Q2 | $11.5M | Sell |
60,890
-445
| -0.7% | -$91.4K | 2.5% | 8 |
|
|
2022
Q1 | $14M | Buy |
61,335
+1,531
| +3% | +$344K | 2.64% | 6 |
|
|
2021
Q4 | $14.4M | Buy |
59,804
+1,097
| +2% | +$259K | 2.82% | 6 |
|
|
2021
Q3 | $13M | Sell |
58,707
-154
| -0.3% | -$35.1K | 2.95% | 6 |
|
|
2021
Q2 | $13.1M | Sell |
58,861
-770
| -1% | -$167K | 3.02% | 6 |
|
|
2021
Q1 | $12.3M | Sell |
59,631
-1,675
| -3% | -$339K | 3.18% | 5 |
|
|
2020
Q4 | $11.9M | Sell |
61,306
-5,501
| -8% | -$1.01M | 3.4% | 6 |
|
|
2020
Q3 | $11.4M | Sell |
66,807
-405
| -0.6% | -$68.1K | 3.63% | 5 |
|
|
2020
Q2 | $10.5M | Buy |
67,212
+6,118
| +10% | +$902K | 3.73% | 6 |
|
|
2020
Q1 | $10M | Hold |
61,094
| – | – | 3.54% | 5 |
|
|
2019
Q4 | $10M | Sell |
61,094
-1,665
| -3% | -$261K | 3.5% | 5 |
|
|
2019
Q3 | $9.48M | Buy |
62,759
+2,764
| +5% | +$417K | 3.59% | 5 |
|
|
2019
Q2 | $9.01M | Buy |
59,995
+2,541
| +4% | +$374K | 3.42% | 5 |
|
|
2019
Q1 | $8.31M | Buy |
57,454
+2,671
| +5% | +$373K | 3.44% | 5 |
|
|
2018
Q4 | $6.99M | Buy |
54,783
+276
| +0.5% | +$38.1K | 3.25% | 5 |
|
|
2018
Q3 | $8.16M | Sell |
54,507
-373
| -0.7% | -$54.9K | 3.37% | 5 |
|
|
2018
Q2 | $7.71M | Sell |
54,880
-736
| -1% | -$103K | 3.42% | 5 |
|
|
2018
Q1 | $7.55M | Sell |
55,616
-324
| -0.6% | -$45.4K | 3.11% | 5 |
|
|
2017
Q4 | $7.68M | Sell |
55,940
-1,021
| -2% | -$137K | 3.03% | 5 |
|
|
2017
Q3 | $7.38M | Sell |
56,961
-1,498
| -3% | -$190K | 3.08% | 5 |
|
|
2017
Q2 | $7.28M | Buy |
58,459
+1,673
| +3% | +$206K | 3.33% | 5 |
|
|
2017
Q1 | $6.89M | Buy |
56,786
+746
| +1% | +$89.3K | 3.25% | 5 |
|
|
2016
Q4 | $6.46M | Buy |
56,040
+2,678
| +5% | +$301K | 3.16% | 5 |
|
|
2016
Q3 | $5.94M | Sell |
53,362
-56
| -0.1% | -$6.21K | 2.93% | 6 |
|
|
2016
Q2 | $5.72M | Buy |
53,418
+7,006
| +15% | +$742K | 2.94% | 5 |
|
|
2016
Q1 | $4.87M | Buy |
46,412
+2,578
| +6% | +$256K | 2.71% | 7 |
|
|
2015
Q4 | $4.57M | Buy |
43,834
+11,779
| +37% | +$1.24M | 2.52% | 6 |
|
|
2015
Q3 | $3.33M | Sell |
32,055
-1,521
| -5% | -$160K | 1.99% | 10 |
|
|
2015
Q2 | $3.59M | Buy |
33,576
+1,940
| +6% | +$212K | 2.16% | 9 |
|
|
2015
Q1 | $3.39M | Sell |
31,636
-154
| -0.5% | -$16.4K | 2.16% | 9 |
|
|
2014
Q4 | $3.37M | Sell |
31,790
-1,273
| -4% | -$132K | 2.2% | 9 |
|
|
2014
Q3 | $3.35M | Buy |
33,063
+1,668
| +5% | +$171K | 2.23% | 9 |
|
|
2014
Q2 | $3.19M | Sell |
31,395
-174
| -0.6% | -$17.2K | 2.32% | 10 |
|
|
2014
Q1 | $3.08M | Buy |
31,569
+148
| +0.5% | +$14.2K | 2.29% | 9 |
|
|
2013
Q4 | $3.01M | Buy |
31,421
+3,257
| +12% | +$300K | 2.26% | 8 |
|
|
2013
Q3 | $2.47M | Buy |
28,164
+448
| +2% | +$38.9K | 1.99% | 9 |
|
|
2013
Q2 | $2.29M | Buy |
+27,716
| New | +$2.3M | 1.96% | 12 |
|
Other funds holding VTI
RIM
WI
Kistler-Tiffany Companies's VTI Position: Q2 2023 in Review
Kistler-Tiffany Companies increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.2% in Q2 2023, buying an estimated $405K and bringing the position to 62,877 shares worth $13.9M. The position accounts for 2.25% of the portfolio, ranked #7.
Kistler-Tiffany Companies first reported a position in VTI in Q2 2013 and has held it in 41 quarters since. The position peaked at $14.4M in Q4 2021. 2,380 funds tracked by Wall St. Rank hold VTI as of Q2 2023.
- Kistler-Tiffany Companies held 62,877 shares of Vanguard Morningstar Total Stock Market ETF worth $13.9M as of Q2 2023.
- Kistler-Tiffany Companies bought 1,943 Vanguard Morningstar Total Stock Market ETF shares in Q2 2023, an estimated $405K.
- Vanguard Morningstar Total Stock Market ETF made up 2.25% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #7 holding.
- Kistler-Tiffany Companies first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 41 quarters since.
- Kistler-Tiffany Companies's Vanguard Morningstar Total Stock Market ETF position peaked at $14.4M in Q4 2021.
- 2,380 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2023.
Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.