Kuhn & Co Investment Counsel’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $958K | Buy |
4,043
+348
| +9% | +$82.5K | 0.72% | 41 |
|
|
2025
Q1 | $819K | Sell |
3,695
-118
| -3% | -$26.2K | 0.69% | 46 |
|
|
2024
Q4 | $916K | Sell |
3,813
-39
| -1% | -$9.37K | 0.78% | 37 |
|
|
2024
Q3 | $914K | Sell |
3,852
-103
| -3% | -$24.4K | 0.78% | 36 |
|
|
2024
Q2 | $862K | Sell |
3,955
-272
| -6% | -$59.3K | 0.77% | 41 |
|
|
2024
Q1 | $966K | Buy |
4,227
+345
| +9% | +$78.9K | 0.91% | 32 |
|
|
2023
Q4 | $828K | Buy |
+3,882
| New | +$828K | 0.85% | 42 |
|