KAS
KPP Advisory Services’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.87M | Sell |
41,802
-441
| -1% | -$72.5K | 1.13% | 21 |
|
|
2025
Q1 | $6.78M | Buy |
42,243
+28,094
| +199% | +$4.51M | 1.29% | 20 |
|
|
2024
Q4 | $2.29M | Sell |
14,149
-907
| -6% | -$147K | 0.54% | 51 |
|
|
2024
Q3 | $2.52M | Sell |
15,056
-51,664
| -77% | -$8.66M | 0.61% | 46 |
|
|
2024
Q2 | $10M | Sell |
66,720
-2,943
| -4% | -$443K | 2.67% | 7 |
|
|
2024
Q1 | $10.9M | Buy |
+69,663
| New | +$10.9M | 2.98% | 6 |
|
|
2023
Q4 | – | Sell |
-56,078
| Closed | -$7.34M | – | 216 |
|
|
2023
Q3 | $7.34M | Buy |
+56,078
| New | +$7.34M | 2.43% | 10 |
|