KMG Fiduciary Partners’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 | $246K | Hold |
890
| – | – | 0.02% | 271 |
|
|
2025
Q1 | $224K | Hold |
890
| – | – | 0.02% | 275 |
|
|
2024
Q4 | $249K | Hold |
890
| – | – | 0.02% | 251 |
|
|
2024
Q3 | $238K | Hold |
890
| – | – | 0.02% | 253 |
|
|
2024
Q2 | $223K | Hold |
890
| – | – | 0.02% | 232 |
|
|
2024
Q1 | $232K | Hold |
890
| – | – | 0.02% | 224 |
|
|
2023
Q4 | $215K | Buy |
+890
| New | +$215K | 0.03% | 228 |
|
|
2023
Q3 | – | Sell |
-890
| Closed | -$204K | – | 229 |
|
|
2023
Q2 | $204K | Buy |
+890
| New | +$204K | 0.03% | 226 |
|