KCFA
Key Client Fiduciary Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
2,121
-43
| -2% | -$8.39K | 0.17% | 124 |
|
|
2025
Q1 | $403K | Buy |
2,164
+28
| +1% | +$5.22K | 0.18% | 120 |
|
|
2024
Q4 | $423K | Buy |
2,136
+47
| +2% | +$9.31K | 0.19% | 112 |
|
|
2024
Q3 | $419K | Sell |
2,089
-226
| -10% | -$45.4K | 0.19% | 112 |
|
|
2024
Q2 | $422K | Buy |
2,315
+12
| +0.5% | +$2.19K | 0.21% | 102 |
|
|
2024
Q1 | $442K | Buy |
2,303
+55
| +2% | +$10.6K | 0.23% | 107 |
|
|
2023
Q4 | $405K | Sell |
2,248
-125
| -5% | -$22.5K | 0.23% | 108 |
|
|
2023
Q3 | $378K | Buy |
2,373
+532
| +29% | +$84.8K | 0.23% | 105 |
|
|
2023
Q2 | $304K | Buy |
1,841
+98
| +6% | +$16.2K | 0.18% | 127 |
|
|
2023
Q1 | $277K | Buy |
+1,743
| New | +$277K | 0.17% | 128 |
|