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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$324K Sell
1,363
-1
-0.1% -$238 0.04% 273
2025
Q1
$302K Buy
1,364
+7
+0.5% +$1.55K 0.04% 212
2024
Q4
$326K Buy
+1,357
New +$326K 0.05% 204