KHC
Koesten Hirschmann & Crabtree’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $20.1M | Buy |
84,856
+4,660
| +6% | +$1.1M | 10.4% | 5 |
|
2025
Q1 | $17.8M | Buy |
80,196
+7,435
| +10% | +$1.65M | 10.2% | 5 |
|
2024
Q4 | $17.5M | Buy |
72,761
+9,197
| +14% | +$2.21M | 10.03% | 5 |
|
2024
Q3 | $15.1M | Buy |
63,564
+9,463
| +17% | +$2.24M | 8.78% | 5 |
|
2024
Q2 | $12.4M | Hold |
54,101
| – | – | 7.94% | 5 |
|
2024
Q1 | $12.4M | Sell |
54,101
-219
| -0.4% | -$50.1K | 7.94% | 5 |
|
2023
Q4 | $11.6M | Buy |
54,320
+1,531
| +3% | +$327K | 8.05% | 5 |
|
2023
Q3 | $9.98M | Buy |
52,789
+2,336
| +5% | +$442K | 7.82% | 5 |
|
2023
Q2 | $10M | Buy |
50,453
+1,600
| +3% | +$318K | 7.59% | 5 |
|
2023
Q1 | $9.26M | Buy |
48,853
+1,919
| +4% | +$364K | 7.11% | 5 |
|
2022
Q4 | $8.61M | Buy |
+46,934
| New | +$8.61M | 7.09% | 5 |
|