KNFPWM
Keeler & Nadler Financial Planning & Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
6,836
-50
| -0.7% | -$13.8K | 0.76% | 28 |
|
|
2025
Q1 | $1.74M | Sell |
6,886
-17
| -0.2% | -$4.3K | 0.79% | 26 |
|
|
2024
Q4 | $1.93M | Sell |
6,903
-89
| -1% | -$24.9K | 0.91% | 25 |
|
|
2024
Q3 | $1.87M | Sell |
6,992
-431
| -6% | -$115K | 0.91% | 25 |
|
|
2024
Q2 | $1.86M | Sell |
7,423
-1,228
| -14% | -$307K | 1.02% | 25 |
|
|
2024
Q1 | $2.26M | Sell |
8,651
-1,493
| -15% | -$389K | 1.35% | 24 |
|
|
2023
Q4 | $2.45M | Buy |
+10,144
| New | +$2.45M | 1.77% | 18 |
|
|
2022
Q4 | $2.19M | Buy |
+10,938
| New | +$2.19M | 1.99% | 14 |
|
|
2021
Q4 | $3.19M | Buy |
+11,325
| New | +$3.19M | 2.94% | 11 |
|