KSWA
Kathleen S. Wright Associates’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.46M | Sell |
14,590
-40
| -0.3% | -$9.48K | 1.35% | 17 |
|
|
2025
Q1 | $3.24M | Buy |
14,630
+107
| +0.7% | +$23.7K | 1.34% | 18 |
|
|
2024
Q4 | $3.49M | Buy |
14,523
+589
| +4% | +$142K | 1.45% | 17 |
|
|
2024
Q3 | $3.31M | Buy |
13,934
+1,496
| +12% | +$355K | 1.36% | 18 |
|
|
2024
Q2 | $2.71M | Buy |
12,438
+327
| +3% | +$71.3K | 1.25% | 19 |
|
|
2024
Q1 | $2.77M | Sell |
12,111
-290
| -2% | -$66.3K | 1.3% | 19 |
|
|
2023
Q4 | $2.65M | Buy |
12,401
+1,045
| +9% | +$223K | 1.35% | 19 |
|
|
2023
Q3 | $2.15M | Buy |
11,356
+480
| +4% | +$90.8K | 1.2% | 23 |
|
|
2023
Q2 | $2.16M | Sell |
10,876
-34
| -0.3% | -$6.76K | 1.38% | 19 |
|
|
2023
Q1 | $2.07M | Buy |
10,910
+123
| +1% | +$23.3K | 1.36% | 20 |
|
|
2022
Q4 | $1.98M | Buy |
10,787
+1,797
| +20% | +$330K | 1.34% | 20 |
|
|
2022
Q3 | $1.54M | Buy |
8,990
+1,116
| +14% | +$191K | 1.25% | 25 |
|
|
2022
Q2 | $1.39M | Buy |
7,874
+1,744
| +28% | +$307K | 1.17% | 26 |
|
|
2022
Q1 | $1.3M | Buy |
6,130
+2,380
| +63% | +$506K | 0.95% | 31 |
|
|
2021
Q4 | $848K | Buy |
+3,750
| New | +$848K | 0.62% | 40 |
|