KKM Financial’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 | $400K | Hold |
2,049
| – | – | 0.14% | 113 |
|
|
2025
Q1 | $382K | Hold |
2,049
| – | – | 0.16% | 109 |
|
|
2024
Q4 | $406K | Hold |
2,049
| – | – | 0.17% | 110 |
|
|
2024
Q3 | $411K | Hold |
2,049
| – | – | 0.2% | 97 |
|
|
2024
Q2 | $374K | Hold |
2,049
| – | – | 0.18% | 110 |
|
|
2024
Q1 | $393K | Hold |
2,049
| – | – | 0.19% | 109 |
|
|
2023
Q4 | $369K | Buy |
+2,049
| New | +$369K | 0.23% | 92 |
|