KCFA
Key Client Fiduciary Advisors’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 | $476K | Hold |
1,720
| – | – | 0.19% | 112 |
|
|
2025
Q1 | $433K | Sell |
1,720
-62
| -3% | -$15.6K | 0.2% | 110 |
|
|
2024
Q4 | $499K | Sell |
1,782
-44
| -2% | -$12.3K | 0.22% | 99 |
|
|
2024
Q3 | $488K | Buy |
1,826
+4
| +0.2% | +$1.07K | 0.22% | 99 |
|
|
2024
Q2 | $456K | Hold |
1,822
| – | – | 0.23% | 98 |
|
|
2024
Q1 | $475K | Buy |
1,822
+52
| +3% | +$13.6K | 0.25% | 101 |
|
|
2023
Q4 | $428K | Sell |
1,770
-168
| -9% | -$40.6K | 0.25% | 100 |
|
|
2023
Q3 | $415K | Buy |
1,938
+971
| +100% | +$208K | 0.25% | 97 |
|
|
2023
Q2 | $222K | Buy |
+967
| New | +$222K | 0.13% | 158 |
|