KIG
Kovitz Investment Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $362K | Buy |
3,272
+167
| +5% | +$18.5K | 0.02% | 108 |
|
|
2015
Q3 | $335K | Hold |
3,105
| – | – | 0.02% | 87 |
|
|
2015
Q2 | $377K | Hold |
3,105
| – | – | 0.02% | 88 |
|
|
2015
Q1 | $381K | Hold |
3,105
| – | – | 0.02% | 87 |
|
|
2014
Q4 | $362K | Hold |
3,105
| – | – | 0.02% | 92 |
|
|
2014
Q3 | $344K | Buy |
+3,105
| New | +$344K | 0.02% | 87 |
|
|
2014
Q1 | – | Sell |
-3,105
| Closed | -$341K | – | 112 |
|
|
2013
Q4 | $341K | Hold |
3,105
| – | – | 0.02% | 84 |
|
|
2013
Q3 | $318K | Hold |
3,105
| – | – | 0.02% | 85 |
|
|
2013
Q2 | $291K | Buy |
+3,105
| New | +$291K | 0.01% | 84 |
|