Adamsbrown Wealth Consultants’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 | $451K | Sell |
1,904
-50
| -3% | -$11.9K | 0.13% | 56 |
|
|
2025
Q1 | $433K | Hold |
1,954
| – | – | 0.14% | 57 |
|
|
2024
Q4 | $470K | Buy |
1,954
+79
| +4% | +$19K | 0.16% | 52 |
|
|
2024
Q3 | $445K | Hold |
1,875
| – | – | 0.15% | 49 |
|
|
2024
Q2 | $409K | Hold |
1,875
| – | – | 0.16% | 48 |
|
|
2024
Q1 | $429K | Sell |
1,875
-95
| -5% | -$21.7K | 0.17% | 45 |
|
|
2023
Q4 | $420K | Hold |
1,970
| – | – | 0.18% | 44 |
|
|
2023
Q3 | $373K | Hold |
1,970
| – | – | 0.18% | 48 |
|
|
2023
Q2 | $392K | Hold |
1,970
| – | – | 0.21% | 45 |
|
|
2023
Q1 | $374K | Buy |
1,970
+6
| +0.3% | +$1.14K | 0.22% | 46 |
|
|
2022
Q4 | $360K | Hold |
1,964
| – | – | 0.22% | 50 |
|
|
2022
Q3 | $336K | Hold |
1,964
| – | – | 0.26% | 51 |
|
|
2022
Q2 | $346K | Sell |
1,964
-34
| -2% | -$5.99K | 0.27% | 53 |
|
|
2022
Q1 | $425K | Buy |
1,998
+116
| +6% | +$24.7K | 0.34% | 53 |
|
|
2021
Q4 | $425K | Buy |
+1,882
| New | +$425K | 0.38% | 44 |
|