Key Client Fiduciary Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Key Client Fiduciary Advisors’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$472K	Buy
2025 Q2	$414K	Sell
2025 Q1	$403K	Buy
2024 Q4	$423K	Buy
2024 Q3	$419K	Sell
2024 Q2	$422K	Buy
2024 Q1	$442K	Buy
2023 Q4	$405K	Sell
2023 Q3	$378K	Buy
2023 Q2	$304K	Buy
2023 Q1	$277K	Buy