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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.69M	Buy	6,120 +875	+17%	+$242K	0.13%	166
2025 Q1	$1.32M	Buy	5,245 +230	+5%	+$57.9K	0.12%	201
2024 Q4	$1.4M	Sell	5,015 -1,091	-18%	-$306K	0.11%	204
2024 Q3	$1.63M	Buy	+6,106	New	+$1.63M	0.12%	202