Keystone Financial Group (Kentucky)’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.75M | Sell |
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|
2025
Q1 | $4.46M | Sell |
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|
2024
Q4 | $4.86M | Buy |
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|
2024
Q3 | $4.67M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $4.01M | Buy |
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|
2023
Q4 | $3.64M | Buy |
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|
2023
Q3 | $3.18M | Buy |
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|
2023
Q2 | $3.25M | Buy |
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|
2022
Q4 | $2.67M | Buy |
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|
2022
Q3 | $2.47M | Sell |
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|
2022
Q2 | $2.57M | Buy |
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|
2022
Q1 | $3.01M | Buy |
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|
2021
Q4 | $2.96M | Buy |
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|
2021
Q3 | $2.53M | Buy |
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|
2021
Q2 | $2.51M | Buy |
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|
2021
Q1 | $2.29M | Buy |
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|
2020
Q4 | $1.56M | Sell |
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|
2020
Q3 | $1.3M | Sell |
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|
2020
Q2 | $1.24M | Sell |
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|
2020
Q1 | $1.04M | Buy |
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|
2019
Q4 | $1.07M | Sell |
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|
2019
Q3 | $1.25M | Sell |
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|
2019
Q2 | $1.75M | Buy |
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|
2019
Q1 | $1.5M | Buy |
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|
2018
Q4 | $1.2M | Buy |
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|
2018
Q3 | $1.39M | Buy |
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|
2018
Q2 | $1.26M | Buy |
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|
2018
Q1 | $1.01M | Sell |
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|
2017
Q4 | $1.37M | Buy |
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