KMS Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $6.36M | Sell |
62,799
-5,077
| -7% | -$514K | 0.89% | 16 |
|
|
2014
Q2 | $6.91M | Buy |
67,876
+38,697
| +133% | +$3.94M | 0.99% | 14 |
|
|
2014
Q1 | $2.84M | Sell |
29,179
-5,405
| -16% | -$527K | 0.45% | 50 |
|
|
2013
Q4 | $3.32M | Buy |
34,584
+8,815
| +34% | +$845K | 0.56% | 34 |
|
|
2013
Q3 | $2.26M | Buy |
25,769
+1,948
| +8% | +$171K | 0.55% | 36 |
|
|
2013
Q2 | $1.97M | Buy |
+23,821
| New | +$1.97M | 0.55% | 36 |
|