LMKC
L.M. Kohn & Company’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Sell |
1,093
-250
| -19% | -$59.2K | 0.07% | 229 |
|
|
2025
Q1 | $298K | Buy |
1,343
+119
| +10% | +$26.4K | 0.08% | 201 |
|
|
2024
Q4 | $294K | Hold |
1,224
| – | – | 0.08% | 195 |
|
|
2024
Q3 | $290K | Buy |
1,224
+191
| +18% | +$45.3K | 0.07% | 205 |
|
|
2024
Q2 | $225K | Sell |
1,033
-231
| -18% | -$50.4K | 0.06% | 236 |
|
|
2024
Q1 | $289K | Sell |
1,264
-97
| -7% | -$22.2K | 0.08% | 205 |
|
|
2023
Q4 | $290K | Buy |
+1,361
| New | +$290K | 0.09% | 186 |
|
|
2022
Q3 | – | Sell |
-1,138
| Closed | -$201K | – | 234 |
|
|
2022
Q2 | $201K | Sell |
1,138
-82
| -7% | -$14.5K | 0.09% | 212 |
|
|
2022
Q1 | $260K | Buy |
+1,220
| New | +$260K | 0.1% | 207 |
|