KNFPWM
Keeler & Nadler Financial Planning & 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 | $582K | Buy |
2,456
+404
| +20% | +$95.7K | 0.23% | 46 |
|
|
2025
Q1 | $455K | Sell |
2,052
-20
| -1% | -$4.43K | 0.21% | 44 |
|
|
2024
Q4 | $498K | Sell |
2,072
-519
| -20% | -$125K | 0.23% | 45 |
|
|
2024
Q3 | $615K | Sell |
2,591
-189
| -7% | -$44.8K | 0.3% | 37 |
|
|
2024
Q2 | $606K | Sell |
2,780
-247
| -8% | -$53.9K | 0.33% | 37 |
|
|
2024
Q1 | $692K | Sell |
3,027
-571
| -16% | -$131K | 0.42% | 35 |
|
|
2023
Q4 | $768K | Buy |
+3,598
| New | +$768K | 0.56% | 29 |
|
|
2022
Q4 | $742K | Buy |
+4,043
| New | +$742K | 0.67% | 30 |
|
|
2021
Q4 | $841K | Buy |
+3,722
| New | +$841K | 0.77% | 28 |
|