KFP
Keener Financial Planning’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Hold |
1,515
| – | – | 0.18% | 33 |
|
|
2025
Q1 | $335K | Hold |
1,515
| – | – | 0.22% | 28 |
|
|
2024
Q4 | $364K | Sell |
1,515
-36
| -2% | -$8.65K | 0.22% | 32 |
|
|
2024
Q3 | $367K | Sell |
1,551
-29
| -2% | -$6.86K | 0.24% | 29 |
|
|
2024
Q2 | $344K | Hold |
1,580
| – | – | 0.22% | 31 |
|
|
2024
Q1 | $362K | Hold |
1,580
| – | – | 0.25% | 28 |
|
|
2023
Q4 | $337K | Buy |
+1,580
| New | +$337K | 0.26% | 26 |
|