Keystone Financial Services (Colorado)’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
Q3 | $596K | Hold |
|
|||||
|
2025
Q2 | $555K | Hold |
|
|||||
|
2025
Q1 | $520K | Hold |
|
|||||
|
2024
Q4 | $563K | Hold |
|
|||||
|
2024
Q3 | $556K | Sell |
|
|||||
|
2024
Q2 | $527K | Sell |
|
|||||
|
2024
Q1 | $555K | Buy |
|
|||||
|
2023
Q4 | $516K | Hold |
|
|||||
|
2023
Q3 | $457K | Hold |
|
|||||
|
2023
Q2 | $481K | Hold |
|
|||||
|
2023
Q1 | $459K | Hold |
|
|||||
|
2022
Q4 | $489K | Hold |
|
|||||
|
2022
Q3 | $446K | Hold |
|
|||||
|
2022
Q2 | $468K | Hold |
|
|||||
|
2022
Q1 | $447K | Hold |
|
|||||
|
2021
Q4 | $547K | Buy |
|