KKM Financial’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 | $268K | Hold |
881
| – | – | 0.09% | 137 |
|
2025
Q1 | $242K | Hold |
881
| – | – | 0.1% | 137 |
|
2024
Q4 | $255K | Hold |
881
| – | – | 0.11% | 134 |
|
2024
Q3 | $249K | Hold |
881
| – | – | 0.12% | 128 |
|
2024
Q2 | $236K | Sell |
881
-20
| -2% | -$5.35K | 0.11% | 135 |
|
2024
Q1 | $234K | Sell |
901
-15
| -2% | -$3.9K | 0.11% | 137 |
|
2023
Q4 | $217K | Buy |
+916
| New | +$217K | 0.14% | 123 |
|