KWA
Kingswood Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.56M | Sell |
23,447
-266
| -1% | -$63K | 0.44% | 39 |
|
|
2025
Q1 | $5.26M | Sell |
23,713
-5,491
| -19% | -$1.22M | 0.48% | 35 |
|
|
2024
Q4 | $7.02M | Buy |
29,204
+18,827
| +181% | +$4.52M | 0.53% | 29 |
|
|
2024
Q3 | $2.46M | Sell |
10,377
-12,462
| -55% | -$2.96M | 0.18% | 127 |
|
|
2024
Q2 | $4.98M | Buy |
22,839
+7,465
| +49% | +$1.63M | 0.45% | 39 |
|
|
2024
Q1 | $3.51M | Sell |
15,374
-7,007
| -31% | -$1.6M | 0.41% | 47 |
|
|
2023
Q4 | $4.77M | Buy |
22,381
+20,581
| +1,143% | +$4.39M | 0.54% | 31 |
|
|
2023
Q3 | $340K | Sell |
1,800
-864
| -32% | -$163K | 0.06% | 309 |
|
|
2023
Q2 | $530K | Buy |
+2,664
| New | +$530K | 0.17% | 129 |
|