KFA
Kelleher Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.82M | Buy |
11,891
+61
| +0.5% | +$14.5K | 0.98% | 20 |
|
|
2025
Q1 | $2.62M | Buy |
11,830
+70
| +0.6% | +$15.5K | 1.05% | 19 |
|
|
2024
Q4 | $2.83M | Buy |
11,760
+1,246
| +12% | +$299K | 1.07% | 18 |
|
|
2024
Q3 | $2.49M | Buy |
10,514
+264
| +3% | +$62.6K | 0.95% | 19 |
|
|
2024
Q2 | $2.23M | Buy |
10,250
+230
| +2% | +$50.1K | 0.92% | 19 |
|
|
2024
Q1 | $2.29M | Sell |
10,020
-567
| -5% | -$130K | 0.95% | 18 |
|
|
2023
Q4 | $2.26M | Buy |
10,587
+600
| +6% | +$128K | 1.06% | 17 |
|
|
2023
Q3 | $1.89M | Buy |
9,987
+1,450
| +17% | +$274K | 0.97% | 17 |
|
|
2023
Q2 | $1.7M | Hold |
8,537
| – | – | 0.98% | 17 |
|
|
2023
Q1 | $1.62M | Buy |
8,537
+2,895
| +51% | +$549K | 1.07% | 18 |
|
|
2022
Q4 | $1.04M | Buy |
5,642
+2,153
| +62% | +$395K | 0.78% | 25 |
|
|
2022
Q3 | $596K | Buy |
+3,489
| New | +$596K | 0.43% | 50 |
|