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KDK Private Wealth Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

KDK Private Wealth Management’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$316K Sell
1,622
-16
-1% -$3.12K 0.34% 40
2025
Q1 		$305K Hold
1,638
– – 0.35% 39
2024
Q4 		$325K Buy
+1,638
New +$325K 0.34% 38