KMG Fiduciary Partners’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Hold |
5,650
| – | – | 0.1% | 167 |
|
|
2025
Q1 | $1.25M | Buy |
5,650
+216
| +4% | +$47.9K | 0.1% | 166 |
|
|
2024
Q4 | $1.31M | Buy |
5,434
+1
| +0% | +$240 | 0.11% | 158 |
|
|
2024
Q3 | $1.29M | Sell |
5,433
-392
| -7% | -$93K | 0.11% | 156 |
|
|
2024
Q2 | $1.27M | Hold |
5,825
| – | – | 0.12% | 130 |
|
|
2024
Q1 | $1.33M | Sell |
5,825
-66
| -1% | -$15.1K | 0.14% | 130 |
|
|
2023
Q4 | $1.26M | Buy |
5,891
+23
| +0.4% | +$4.91K | 0.15% | 129 |
|
|
2023
Q3 | $1.11M | Buy |
5,868
+50
| +0.9% | +$9.45K | 0.15% | 133 |
|
|
2023
Q2 | $1.16M | Buy |
5,818
+516
| +10% | +$103K | 0.15% | 135 |
|
|
2023
Q1 | $1.01M | Buy |
5,302
+3,065
| +137% | +$581K | 0.14% | 140 |
|
|
2022
Q4 | $411K | Buy |
+2,237
| New | +$411K | 0.07% | 178 |
|