KLS Professional Advisors Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $12.1M | Buy |
80,359
+10,791
| +16% | +$1.62M | 0.56% | 8 |
|
|
2019
Q1 | $10.1M | Buy |
69,568
+3,550
| +5% | +$514K | 0.55% | 8 |
|
|
2018
Q4 | $8.43M | Sell |
66,018
-7,162
| -10% | -$914K | 0.51% | 8 |
|
|
2018
Q3 | $11M | Buy |
73,180
+1,089
| +2% | +$163K | 1.75% | 6 |
|
|
2018
Q2 | $10.1M | Buy |
72,091
+922
| +1% | +$129K | 1.73% | 6 |
|
|
2018
Q1 | $9.66M | Buy |
71,169
+5,610
| +9% | +$761K | 1.56% | 8 |
|
|
2017
Q4 | $9M | Buy |
65,559
+3,003
| +5% | +$412K | 1.8% | 5 |
|
|
2017
Q3 | $8.1M | Buy |
62,556
+2,951
| +5% | +$382K | 1.74% | 5 |
|
|
2017
Q2 | $7.42M | Buy |
59,605
+7,594
| +15% | +$945K | 1.64% | 5 |
|
|
2017
Q1 | $6.31M | Buy |
52,011
+1,474
| +3% | +$179K | 1.47% | 4 |
|
|
2016
Q4 | $5.83M | Buy |
+50,537
| New | +$5.83M | 1.44% | 4 |
|