King Wealth Management Group’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
5,274
-124
| -2% | -$24.2K | 0.14% | 59 |
|
|
2025
Q1 | $1.01M | Sell |
5,398
-181
| -3% | -$33.7K | 0.15% | 64 |
|
|
2024
Q4 | $1.11M | Buy |
5,579
+368
| +7% | +$73K | 0.16% | 59 |
|
|
2024
Q3 | $1.05M | Sell |
5,211
-399
| -7% | -$80.1K | 0.16% | 61 |
|
|
2024
Q2 | $1.02M | Sell |
5,610
-73
| -1% | -$13.3K | 0.17% | 60 |
|
|
2024
Q1 | $1.09M | Buy |
5,683
+424
| +8% | +$81.3K | 0.19% | 58 |
|
|
2023
Q4 | $946K | Buy |
5,259
+3,795
| +259% | +$683K | 0.18% | 59 |
|
|
2023
Q3 | $233K | Buy |
1,464
+135
| +10% | +$21.5K | 0.05% | 129 |
|
|
2023
Q2 | $220K | Sell |
1,329
-56
| -4% | -$9.27K | 0.04% | 134 |
|
|
2023
Q1 | $220K | Buy |
+1,385
| New | +$220K | 0.05% | 130 |
|
|
2014
Q4 | – | Sell |
-2,511
| Closed | -$250K | – | 119 |
|
|
2014
Q3 | $250K | Sell |
2,511
-192
| -7% | -$19.1K | 0.16% | 86 |
|
|
2014
Q2 | $284K | Buy |
2,703
+25
| +0.9% | +$2.63K | 0.18% | 84 |
|
|
2014
Q1 | $270K | Buy |
+2,678
| New | +$270K | 0.19% | 80 |
|