KWMG
King Wealth Management 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 | $1.28M | Sell |
5,381
-22
| -0.4% | -$5.21K | 0.17% | 54 |
|
|
2025
Q1 | $1.2M | Hold |
5,403
| – | – | 0.18% | 55 |
|
|
2024
Q4 | $1.3M | Buy |
+5,403
| New | +$1.3M | 0.19% | 52 |
|
|
2014
Q4 | – | Sell |
-2,717
| Closed | -$300K | – | 118 |
|
|
2014
Q3 | $300K | Buy |
2,717
+24
| +0.9% | +$2.65K | 0.19% | 73 |
|
|
2014
Q2 | $304K | Hold |
2,693
| – | – | 0.19% | 78 |
|
|
2014
Q1 | $304K | Buy |
+2,693
| New | +$304K | 0.21% | 69 |
|