KMG Fiduciary Partners’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 | $2.27M | Hold |
7,481
| – | – | 0.17% | 122 |
|
|
2025
Q1 | $2.06M | Buy |
7,481
+1,627
| +28% | +$447K | 0.17% | 130 |
|
|
2024
Q4 | $1.7M | Hold |
5,854
| – | – | 0.14% | 139 |
|
|
2024
Q3 | $1.66M | Sell |
5,854
-283
| -5% | -$80.1K | 0.14% | 138 |
|
|
2024
Q2 | $1.64M | Sell |
6,137
-457
| -7% | -$122K | 0.16% | 110 |
|
|
2024
Q1 | $1.71M | Sell |
6,594
-1,213
| -16% | -$315K | 0.18% | 106 |
|
|
2023
Q4 | $1.85M | Buy |
7,807
+5
| +0.1% | +$1.19K | 0.22% | 101 |
|
|
2023
Q3 | $1.66M | Buy |
7,802
+4
| +0.1% | +$850 | 0.22% | 109 |
|
|
2023
Q2 | $1.72M | Sell |
7,798
-70
| -0.9% | -$15.4K | 0.22% | 105 |
|
|
2023
Q1 | $1.61M | Sell |
7,868
-97
| -1% | -$19.8K | 0.23% | 110 |
|
|
2022
Q4 | $1.52M | Sell |
7,965
-1,296
| -14% | -$248K | 0.25% | 100 |
|
|
2022
Q3 | $1.66M | Sell |
9,261
-438
| -5% | -$78.6K | 0.32% | 84 |
|
|
2022
Q2 | $1.83M | Buy |
9,699
+88
| +0.9% | +$16.6K | 0.34% | 75 |
|
|
2022
Q1 | $2.19M | Sell |
9,611
-245
| -2% | -$55.8K | 0.35% | 75 |
|
|
2021
Q4 | $2.38M | Buy |
9,856
+231
| +2% | +$55.8K | 0.37% | 69 |
|
|
2021
Q3 | $2.14M | Buy |
9,625
+965
| +11% | +$214K | 0.36% | 64 |
|
|
2021
Q2 | $1.93M | Buy |
8,660
+107
| +1% | +$23.8K | 0.34% | 67 |
|
|
2021
Q1 | $1.77M | Buy |
8,553
+3,775
| +79% | +$780K | 0.34% | 67 |
|
|
2020
Q4 | $924K | Buy |
+4,778
| New | +$924K | 0.19% | 99 |
|