Keeler & Nadler Financial Planning & Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $622K | Buy |
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|
2025
Q3 | $609K | Sell |
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|
2025
Q2 | $582K | Buy |
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|
2025
Q1 | $455K | Sell |
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|
2024
Q4 | $498K | Sell |
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|
2024
Q3 | $615K | Sell |
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|
2024
Q2 | $606K | Sell |
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|
2024
Q1 | $692K | Sell |
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|
2023
Q4 | $768K | Buy |
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|
2022
Q4 | $742K | Buy |
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|
2021
Q4 | $841K | Buy |
|