BKM Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

BKM Wealth Management’s Portfolio VB Stock Details VB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$275K	Sell
2025 Q4	$274K	Hold
2025 Q3	$270K	Hold
2025 Q2	$252K	Hold
2025 Q1	$236K	Hold
2024 Q4	$255K	Sell
2024 Q3	$258K	Hold
2024 Q2	$237K	Sell
2024 Q1	$253K	Sell
2023 Q4	$333K	Buy