KFP
KMG Fiduciary Partners’s Vanguard Large-Cap ETF VV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Sell |
14,330
-40
| -0.3% | -$11.4K | 0.3% | 80 |
|
|
2025
Q1 | $3.69M | Buy |
14,370
+280
| +2% | +$72K | 0.31% | 83 |
|
|
2024
Q4 | $3.8M | Buy |
14,090
+449
| +3% | +$121K | 0.31% | 81 |
|
|
2024
Q3 | $3.59M | Hold |
13,641
| – | – | 0.31% | 80 |
|
|
2024
Q2 | $3.41M | Sell |
13,641
-51
| -0.4% | -$12.7K | 0.33% | 70 |
|
|
2024
Q1 | $3.28M | Hold |
13,692
| – | – | 0.34% | 72 |
|
|
2023
Q4 | $2.99M | Hold |
13,692
| – | – | 0.35% | 74 |
|
|
2023
Q3 | $2.68M | Sell |
13,692
-253
| -2% | -$49.5K | 0.35% | 74 |
|
|
2023
Q2 | $2.83M | Buy |
13,945
+1,658
| +13% | +$336K | 0.37% | 71 |
|
|
2023
Q1 | $2.3M | Buy |
12,287
+10,517
| +594% | +$1.96M | 0.33% | 79 |
|
|
2022
Q4 | $308K | Buy |
+1,770
| New | +$308K | 0.05% | 199 |
|