KIA
Kopp Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $574K | Hold |
3,800
| – | – | 1.05% | 25 |
|
|
2019
Q2 | $570K | Hold |
3,800
| – | – | 0.65% | 28 |
|
|
2019
Q1 | $550K | Hold |
3,800
| – | – | 0.45% | 41 |
|
|
2018
Q4 | $485K | Hold |
3,800
| – | – | 0.47% | 44 |
|
|
2018
Q3 | $569K | Hold |
3,800
| – | – | 0.48% | 44 |
|
|
2018
Q2 | $534K | Hold |
3,800
| – | – | 0.5% | 46 |
|
|
2018
Q1 | $516K | Hold |
3,800
| – | – | 0.52% | 49 |
|
|
2017
Q4 | $522K | Buy |
3,800
+200
| +6% | +$27.5K | 0.52% | 51 |
|
|
2017
Q3 | $466K | Hold |
3,600
| – | – | 0.43% | 52 |
|
|
2017
Q2 | $448K | Hold |
3,600
| – | – | 0.4% | 50 |
|
|
2017
Q1 | $437K | Hold |
3,600
| – | – | 0.43% | 51 |
|
|
2016
Q4 | $415K | Hold |
3,600
| – | – | 0.44% | 52 |
|
|
2016
Q3 | $401K | Hold |
3,600
| – | – | 0.4% | 51 |
|
|
2016
Q2 | $386K | Hold |
3,600
| – | – | 0.21% | 52 |
|
|
2016
Q1 | $377K | Hold |
3,600
| – | – | 0.21% | 52 |
|
|
2015
Q4 | $375K | Hold |
3,600
| – | – | 0.18% | 55 |
|
|
2015
Q3 | $355K | Hold |
3,600
| – | – | 0.19% | 54 |
|
|
2015
Q2 | $385K | Hold |
3,600
| – | – | 0.17% | 57 |
|
|
2015
Q1 | $386K | Sell |
3,600
-300
| -8% | -$32.2K | 0.17% | 59 |
|
|
2014
Q4 | $413K | Hold |
3,900
| – | – | 0.2% | 57 |
|
|
2014
Q3 | $395K | Hold |
3,900
| – | – | 0.2% | 57 |
|
|
2014
Q2 | $397K | Hold |
3,900
| – | – | 0.18% | 59 |
|
|
2014
Q1 | $380K | Hold |
3,900
| – | – | 0.16% | 57 |
|
|
2013
Q4 | $374K | Hold |
3,900
| – | – | 0.17% | 56 |
|
|
2013
Q3 | $342K | Buy |
3,900
+800
| +26% | +$70.2K | 0.13% | 82 |
|
|
2013
Q2 | $256K | Buy |
+3,100
| New | +$256K | 0.1% | 89 |
|