Kingswood Wealth Advisors’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 | $782K | Buy |
4,012
+122
| +3% | +$23.8K | 0.06% | 307 |
|
|
2025
Q1 | $725K | Buy |
3,890
+273
| +8% | +$50.9K | 0.07% | 315 |
|
|
2024
Q4 | $717K | Sell |
3,617
-884
| -20% | -$175K | 0.05% | 346 |
|
|
2024
Q3 | $904K | Buy |
+4,501
| New | +$904K | 0.06% | 319 |
|
|
2024
Q1 | – | Sell |
-1,148
| Closed | -$207K | – | 700 |
|
|
2023
Q4 | $207K | Buy |
+1,148
| New | +$207K | 0.02% | 572 |
|