KPWG
KFA Private Wealth Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.54M | Sell |
14,929
-32
| -0.2% | -$7.58K | 1.1% | 20 |
|
|
2025
Q1 | $3.32M | Buy |
14,961
+1,282
| +9% | +$284K | 1.16% | 20 |
|
|
2024
Q4 | $3.29M | Buy |
13,679
+82
| +0.6% | +$19.7K | 1.38% | 18 |
|
|
2024
Q3 | $3.23M | Sell |
13,597
-3,103
| -19% | -$736K | 1.54% | 16 |
|
|
2024
Q2 | $3.64M | Sell |
16,700
-66
| -0.4% | -$14.4K | 1.88% | 12 |
|
|
2024
Q1 | $3.83M | Buy |
16,766
+869
| +5% | +$199K | 1.19% | 15 |
|
|
2023
Q4 | $3.39M | Buy |
15,897
+1,281
| +9% | +$273K | 1.22% | 16 |
|
|
2023
Q3 | $2.76M | Sell |
14,616
-145
| -1% | -$27.4K | 1.15% | 15 |
|
|
2023
Q2 | $2.94M | Sell |
14,761
-230
| -2% | -$45.7K | 1.22% | 15 |
|
|
2023
Q1 | $2.84M | Sell |
14,991
-297
| -2% | -$56.3K | 1.29% | 15 |
|
|
2022
Q4 | $2.81M | Buy |
15,288
+104
| +0.7% | +$19.1K | 1.43% | 14 |
|
|
2022
Q3 | $2.6M | Sell |
15,184
-5
| -0% | -$855 | 1.38% | 15 |
|
|
2022
Q2 | $2.68M | Buy |
15,189
+1,868
| +14% | +$329K | 1.48% | 15 |
|
|
2022
Q1 | $2.83M | Buy |
13,321
+130
| +1% | +$27.6K | 1.42% | 16 |
|
|
2021
Q4 | $2.98M | Buy |
13,191
+253
| +2% | +$57.2K | 1.48% | 17 |
|
|
2021
Q3 | $2.83M | Buy |
12,938
+132
| +1% | +$28.9K | 1.55% | 16 |
|
|
2021
Q2 | $2.89M | Buy |
12,806
+269
| +2% | +$60.6K | 1.58% | 15 |
|
|
2021
Q1 | $2.68M | Buy |
12,537
+648
| +5% | +$139K | 1.57% | 16 |
|
|
2020
Q4 | $2.32M | Buy |
11,889
+1,075
| +10% | +$209K | 1.47% | 17 |
|
|
2020
Q3 | $1.66M | Buy |
10,814
+4,358
| +68% | +$670K | 1.25% | 17 |
|
|
2020
Q2 | $941K | Buy |
6,456
+3,165
| +96% | +$461K | 0.9% | 21 |
|
|
2020
Q1 | $380K | Buy |
+3,291
| New | +$380K | 0.45% | 29 |
|