KMS Financial Services’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.24M | Sell |
11,173
-883
| -7% | -$97.7K | 0.17% | 133 |
|
|
2014
Q2 | $1.41M | Buy |
12,056
+416
| +4% | +$48.7K | 0.2% | 116 |
|
|
2014
Q1 | $1.32M | Sell |
11,640
-8
| -0.1% | -$904 | 0.21% | 119 |
|
|
2013
Q4 | $1.28M | Buy |
11,648
+582
| +5% | +$64K | 0.22% | 111 |
|
|
2013
Q3 | $1.13M | Buy |
11,066
+1,679
| +18% | +$172K | 0.28% | 85 |
|
|
2013
Q2 | $883K | Buy |
+9,387
| New | +$883K | 0.25% | 103 |
|