KMS Financial Services’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $714K | Sell |
5,933
-85
| -1% | -$10.2K | 0.1% | 196 |
|
|
2014
Q2 | $767K | Sell |
6,018
-658
| -10% | -$83.9K | 0.11% | 195 |
|
|
2014
Q1 | $829K | Sell |
6,676
-93
| -1% | -$11.5K | 0.13% | 178 |
|
|
2013
Q4 | $828K | Sell |
6,769
-457
| -6% | -$55.9K | 0.14% | 166 |
|
|
2013
Q3 | $827K | Buy |
7,226
+14
| +0.2% | +$1.6K | 0.2% | 123 |
|
|
2013
Q2 | $753K | Buy |
+7,212
| New | +$753K | 0.21% | 124 |
|