KFSC
Keystone Financial Services (Colorado)’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Hold |
2,344
| – | – | 0.19% | 61 |
|
|
2025
Q1 | $520K | Hold |
2,344
| – | – | 0.2% | 58 |
|
|
2024
Q4 | $563K | Hold |
2,344
| – | – | 0.22% | 50 |
|
|
2024
Q3 | $556K | Sell |
2,344
-75
| -3% | -$17.8K | 0.22% | 51 |
|
|
2024
Q2 | $527K | Sell |
2,419
-9
| -0.4% | -$1.96K | 0.22% | 52 |
|
|
2024
Q1 | $555K | Buy |
2,428
+9
| +0.4% | +$2.06K | 0.24% | 50 |
|
|
2023
Q4 | $516K | Hold |
2,419
| – | – | 0.24% | 48 |
|
|
2023
Q3 | $457K | Hold |
2,419
| – | – | 0.24% | 47 |
|
|
2023
Q2 | $481K | Hold |
2,419
| – | – | 0.25% | 44 |
|
|
2023
Q1 | $459K | Hold |
2,419
| – | – | 0.25% | 45 |
|
|
2022
Q4 | $489K | Hold |
2,419
| – | – | 0.26% | 47 |
|
|
2022
Q3 | $446K | Hold |
2,419
| – | – | 0.26% | 48 |
|
|
2022
Q2 | $468K | Hold |
2,419
| – | – | 0.25% | 46 |
|
|
2022
Q1 | $447K | Hold |
2,419
| – | – | 0.26% | 43 |
|
|
2021
Q4 | $547K | Buy |
+2,419
| New | +$547K | 0.28% | 40 |
|