KPP Advisory 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
2025 Q2	$4.76M	Sell	24,396 -5,247	-18%	-$1.02M	0.78%	33
2025 Q1	$5.52M	Buy	29,643 +22,240	+300%	+$4.14M	1.05%	24
2024 Q4	$1.47M	Buy	7,403 +308	+4%	+$61K	0.35%	69
2024 Q3	$1.42M	Buy	+7,095	New	+$1.42M	0.34%	69