Keystone Financial Group (Kentucky)’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $277K | Hold |
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|
2025
Q2 | $277K | Sell |
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|
2025
Q1 | $360K | Sell |
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|
2024
Q4 | $422K | Buy |
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|
2024
Q3 | $426K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $467K | Sell |
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|
2023
Q4 | $455K | Sell |
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|
2023
Q3 | $408K | Buy |
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|
2023
Q2 | $407K | Buy |
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|
2022
Q4 | $367K | Buy |
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|
2022
Q3 | $310K | Buy |
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|
2022
Q2 | $251K | Buy |
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|
2022
Q1 | $282K | Buy |
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|
2021
Q4 | $286K | Sell |
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|
2021
Q3 | $291K | Buy |
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|
2021
Q2 | $297K | Buy |
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|
2021
Q1 | $282K | Sell |
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|
2020
Q4 | $249K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $211K | Hold |
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|
2018
Q2 | $208K | Buy |
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