Key Client Fiduciary Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$523K Buy
2025
Q2
$476K Hold
2025
Q1
$433K Sell
2024
Q4
$499K Sell
2024
Q3
$488K Buy
2024
Q2
$456K Hold
2024
Q1
$475K Buy
2023
Q4
$428K Sell
2023
Q3
$415K Buy
2023
Q2
$222K Buy