Kingswood Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Kingswood Wealth Advisors’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.32M	Buy
2025 Q2	$5.56M	Sell
2025 Q1	$5.26M	Sell
2024 Q4	$7.02M	Buy
2024 Q3	$2.46M	Sell
2024 Q2	$4.98M	Buy
2024 Q1	$3.51M	Sell
2023 Q4	$4.77M	Buy
2023 Q3	$340K	Sell
2023 Q2	$530K	Buy