KMG Fiduciary Partners’s Vanguard 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.46M | Buy |
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|
2025
Q2 | $2.27M | Hold |
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|
2025
Q1 | $2.06M | Buy |
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|
2024
Q4 | $1.7M | Hold |
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|
2024
Q3 | $1.66M | Sell |
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|
2024
Q2 | $1.64M | Sell |
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|
2024
Q1 | $1.71M | Sell |
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|
2023
Q4 | $1.85M | Buy |
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|
2023
Q3 | $1.66M | Buy |
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|
2023
Q2 | $1.72M | Sell |
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|
2023
Q1 | $1.61M | Sell |
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|
2022
Q4 | $1.52M | Sell |
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|
2022
Q3 | $1.66M | Sell |
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|
2022
Q2 | $1.83M | Buy |
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|
2022
Q1 | $2.19M | Sell |
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|
2021
Q4 | $2.38M | Buy |
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|
2021
Q3 | $2.14M | Buy |
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|
2021
Q2 | $1.93M | Buy |
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|
2021
Q1 | $1.77M | Buy |
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|
2020
Q4 | $924K | Buy |
|