KPP Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Sell |
6,316
-783
| -11% | -$238K | 0.32% | 73 |
|
|
2025
Q1 | $1.95M | Sell |
7,099
-6,816
| -49% | -$1.87M | 0.37% | 63 |
|
|
2024
Q4 | $4.03M | Sell |
13,915
-1,209
| -8% | -$350K | 0.95% | 24 |
|
|
2024
Q3 | $4.28M | Sell |
15,124
-1,747
| -10% | -$495K | 1.03% | 23 |
|
|
2024
Q2 | $4.51M | Buy |
16,871
+463
| +3% | +$124K | 1.2% | 21 |
|
|
2024
Q1 | $4.26M | Buy |
+16,408
| New | +$4.26M | 1.17% | 23 |
|
|
2023
Q4 | – | Sell |
-28,561
| Closed | -$6.07M | – | 219 |
|
|
2023
Q3 | $6.07M | Buy |
+28,561
| New | +$6.07M | 2% | 13 |
|