L.M. Kohn & Company’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 | $996K | Sell |
|
|||||
|
2025
Q2 | $7.17M | Buy |
|
|||||
|
2025
Q1 | $5.54M | Buy |
|
|||||
|
2024
Q4 | $5.61M | Sell |
|
|||||
|
2024
Q3 | $5.75M | Buy |
|
|||||
|
2024
Q2 | $5.33M | Buy |
|
|||||
|
2024
Q1 | $5.15M | Buy |
|
|||||
|
2023
Q4 | $3.89M | Buy |
|
|||||
|
2023
Q3 | $3.45M | Buy |
|
|||||
|
2023
Q2 | $3.5M | Buy |
|
|||||
|
2023
Q1 | $2.95M | Buy |
|
|||||
|
2022
Q4 | $2.41M | Sell |
|
|||||
|
2022
Q3 | $2.33M | Hold |
|
|||||
|
2022
Q2 | $2.45M | Sell |
|
|||||
|
2022
Q1 | $3.08M | Buy |
|