KMS Financial Services’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.88M | Buy |
18,866
+7
| +0% | +$698 | 0.26% | 94 |
|
|
2014
Q2 | $1.99M | Sell |
18,859
-169
| -0.9% | -$17.8K | 0.28% | 86 |
|
|
2014
Q1 | $1.92M | Sell |
19,028
-25
| -0.1% | -$2.52K | 0.3% | 78 |
|
|
2013
Q4 | $1.86M | Buy |
19,053
+807
| +4% | +$78.6K | 0.31% | 70 |
|
|
2013
Q3 | $1.65M | Buy |
18,246
+65
| +0.4% | +$5.87K | 0.4% | 56 |
|
|
2013
Q2 | $1.54M | Buy |
+18,181
| New | +$1.54M | 0.43% | 51 |
|