Key Client Fiduciary Advisors, LLC Vanguard Total Stock Market Et Transaction History

Key Client Fiduciary Advisors, LLC

$203 Million
Q4 2024

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 3,945 shares of VTI stock, worth $1.08 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

3,945

Previous 3,844 2.63%

Holding current value

$1.08 Million

Previous $1.09 Million 5.06%

% of portfolio

0.56%

Previous 0.54%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$280.04 - $302.45 $28,284 - $30,547	101 Added 2.63%	3,945 $1.14 Million
Q3 2024 Oct 18, 2024	SELL	$255.18 - $283.2 $97,223 - $107,899	-381 Reduced 9.02%	3,844 $1.09 Million
Q2 2024 Jul 16, 2024	SELL	$245.23 - $269.4 $1,471 - $1,616	-6 Reduced 0.14%	4,225 $1.13 Million
Q1 2024 Apr 15, 2024	SELL	$232.77 - $260.14 $16,759 - $18,730	-72 Reduced 1.67%	4,231 $1.1 Million
Q4 2023 Jan 09, 2024	SELL	$203.12 - $238.25 $47,326 - $55,512	-233 Reduced 5.14%	4,303 $1.02 Million
Q3 2023 Nov 14, 2023	BUY	$211.41 - $228.35 $7,187 - $7,763	34 Added 0.76%	4,536 $963,000
Q2 2023 Jul 13, 2023	SELL	$200.75 - $220.28 $37,941 - $41,632	-189 Reduced 4.03%	4,502 $991,000
Q1 2023 Apr 25, 2023	BUY	$189.85 - $210.01 $20,503 - $22,681	108 Added 2.36%	4,691 $957,000
Q4 2022 Jan 17, 2023	SELL	$179.3 - $204.18 $129,096 - $147,009	-720 Reduced 13.58%	4,583 $0
Q3 2022 Oct 12, 2022	BUY	$179.47 - $216.24 $8,973 - $10,812	50 Added 0.95%	5,303 $952,000
Q2 2022 Jul 19, 2022	BUY	$183.02 - $230.52 $78,149 - $98,432	427 Added 8.85%	5,253 $991,000
Q1 2022 Apr 18, 2022	BUY	$209.9 - $242.97 $54,364 - $62,929	259 Added 5.67%	4,826 $1.1 Million
Q4 2021 Mar 01, 2022	BUY	$221.73 - $242.96 $1.01 Million - $1.11 Million	4,567 New	4,567 $1.1 Million

Others Institutions Holding VTI

# of Institutions

3,388

Shares Held

470M

Call Options Held

1.31M

Put Options Held

1.13M

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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Key Client Fiduciary Advisors, LLC Vanguard Total Stock Market Et Transaction History