KFS
Kaizen Financial Strategies’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Sell |
1,130
-699
| -38% | -$194K | 0.16% | 110 |
|
|
2025
Q1 | $461K | Sell |
1,829
-135
| -7% | -$34K | 0.27% | 71 |
|
|
2024
Q4 | $550K | Buy |
1,964
+352
| +22% | +$98.6K | 0.31% | 57 |
|
|
2024
Q3 | $431K | Sell |
1,612
-224
| -12% | -$59.9K | 0.25% | 67 |
|
|
2024
Q2 | $476K | Buy |
1,836
+452
| +33% | +$117K | 0.3% | 53 |
|
|
2024
Q1 | $361K | Buy |
+1,384
| New | +$361K | 0.24% | 73 |
|