L.M. Kohn & Company’s Vanguard Small-Cap ETF VB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$259K Sell
2025
Q1
$298K Buy
2024
Q4
$294K Hold
2024
Q3
$290K Buy
2024
Q2
$225K Sell
2024
Q1
$289K Sell
2023
Q4
$290K Buy
2022
Q3
Sell
2022
Q2
$201K Sell
2022
Q1
$260K Buy