KIA
KCM Investment Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
5,767
+718
| +14% | +$170K | 0.05% | 185 |
|
|
2025
Q1 | $1.12M | Buy |
5,049
+131
| +3% | +$29.1K | 0.04% | 192 |
|
|
2024
Q4 | $1.18M | Buy |
4,918
+38
| +0.8% | +$9.13K | 0.04% | 191 |
|
|
2024
Q3 | $1.16M | Hold |
4,880
| – | – | 0.04% | 199 |
|
|
2024
Q2 | $1.06M | Hold |
4,880
| – | – | 0.04% | 205 |
|
|
2024
Q1 | $1.12M | Sell |
4,880
-100
| -2% | -$22.9K | 0.04% | 206 |
|
|
2023
Q4 | $1.06M | Sell |
4,980
-394
| -7% | -$84.1K | 0.04% | 203 |
|
|
2023
Q3 | $1.02M | Hold |
5,374
| – | – | 0.04% | 199 |
|
|
2023
Q2 | $1.07M | Sell |
5,374
-544
| -9% | -$108K | 0.04% | 201 |
|
|
2023
Q1 | $1.12M | Buy |
5,918
+425
| +8% | +$80.6K | 0.05% | 200 |
|
|
2022
Q4 | $1.01M | Buy |
5,493
+48
| +0.9% | +$8.81K | 0.04% | 205 |
|
|
2022
Q3 | $931K | Buy |
5,445
+228
| +4% | +$39K | 0.04% | 200 |
|
|
2022
Q2 | $919K | Sell |
5,217
-287
| -5% | -$50.6K | 0.04% | 210 |
|
|
2022
Q1 | $1.17M | Buy |
5,504
+666
| +14% | +$142K | 0.04% | 204 |
|
|
2021
Q4 | $1.09M | Sell |
4,838
-879
| -15% | -$199K | 0.04% | 214 |
|
|
2021
Q3 | $1.25M | Buy |
5,717
+51
| +0.9% | +$11.2K | 0.05% | 190 |
|
|
2021
Q2 | $1.28M | Sell |
5,666
-694
| -11% | -$156K | 0.05% | 184 |
|
|
2021
Q1 | $1.36M | Buy |
6,360
+594
| +10% | +$127K | 0.06% | 175 |
|
|
2020
Q4 | $1.12M | Hold |
5,766
| – | – | 0.05% | 177 |
|
|
2020
Q3 | $887K | Hold |
5,766
| – | – | 0.05% | 183 |
|
|
2020
Q2 | $840K | Sell |
5,766
-1,299
| -18% | -$189K | 0.05% | 191 |
|
|
2020
Q1 | $816K | Sell |
7,065
-1,653
| -19% | -$191K | 0.06% | 177 |
|
|
2019
Q4 | $1.44M | Sell |
8,718
-6,058
| -41% | -$1M | 0.08% | 151 |
|
|
2019
Q3 | $2.27M | Buy |
14,776
+1,138
| +8% | +$175K | 0.13% | 123 |
|
|
2019
Q2 | $2.14M | Hold |
13,638
| – | – | 0.13% | 128 |
|
|
2019
Q1 | $2.08M | Buy |
13,638
+101
| +0.7% | +$15.4K | 0.13% | 128 |
|
|
2018
Q4 | $1.79M | Buy |
13,537
+37
| +0.3% | +$4.88K | 0.12% | 155 |
|
|
2018
Q3 | $2.2M | Sell |
13,500
-1,611
| -11% | -$262K | 0.13% | 146 |
|
|
2018
Q2 | $2.35M | Sell |
15,111
-498
| -3% | -$77.5K | 0.14% | 142 |
|
|
2018
Q1 | $2.29M | Sell |
15,609
-588
| -4% | -$86.4K | 0.14% | 152 |
|
|
2017
Q4 | $2.39M | Sell |
16,197
-59
| -0.4% | -$8.72K | 0.14% | 149 |
|
|
2017
Q3 | $2.3M | Buy |
16,256
+1
| +0% | +$141 | 0.14% | 159 |
|
|
2017
Q2 | $2.2M | Buy |
16,255
+1
| +0% | +$136 | 0.14% | 168 |
|
|
2017
Q1 | $2.17M | Sell |
16,254
-144
| -0.9% | -$19.2K | 0.14% | 170 |
|
|
2016
Q4 | $2.12M | Buy |
16,398
+2
| +0% | +$258 | 0.14% | 167 |
|
|
2016
Q3 | $2M | Sell |
16,396
-13,499
| -45% | -$1.65M | 0.14% | 172 |
|
|
2016
Q2 | $3.46M | Sell |
29,895
-1,331
| -4% | -$154K | 0.24% | 114 |
|
|
2016
Q1 | $3.48M | Sell |
31,226
-2,294
| -7% | -$256K | 0.26% | 108 |
|
|
2015
Q4 | $3.71M | Sell |
33,520
-481
| -1% | -$53.2K | 0.29% | 100 |
|
|
2015
Q3 | $3.67M | Sell |
34,001
-4,500
| -12% | -$486K | 0.3% | 97 |
|
|
2015
Q2 | $4.68M | Sell |
38,501
-770
| -2% | -$93.5K | 0.37% | 81 |
|
|
2015
Q1 | $4.81M | Sell |
39,271
-550
| -1% | -$67.4K | 0.39% | 78 |
|
|
2014
Q4 | $4.65M | Sell |
39,821
-11,785
| -23% | -$1.37M | 0.39% | 73 |
|
|
2014
Q3 | $5.71M | Buy |
51,606
+173
| +0.3% | +$19.1K | 0.52% | 50 |
|
|
2014
Q2 | $6.02M | Buy |
51,433
+1,933
| +4% | +$226K | 0.56% | 43 |
|
|
2014
Q1 | $5.59M | Buy |
49,500
+900
| +2% | +$102K | 0.58% | 44 |
|
|
2013
Q4 | $5.34M | Hold |
48,600
| – | – | 0.58% | 42 |
|
|
2013
Q3 | $4.98M | Hold |
48,600
| – | – | 0.59% | 39 |
|
|
2013
Q2 | $4.55M | Buy |
+48,600
| New | +$4.55M | 0.55% | 45 |
|