Adero Partners’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
Q1 | $1.24M | Buy |
5,579
+35
| +0.6% | +$7.76K | 0.08% | 80 |
|
|
2024
Q4 | $1.33M | Sell |
5,544
-104
| -2% | -$25K | 0.09% | 74 |
|
|
2024
Q3 | $1.34M | Hold |
5,648
| – | – | 0.09% | 72 |
|
|
2024
Q2 | $1.23M | Sell |
5,648
-67
| -1% | -$14.6K | 0.09% | 71 |
|
|
2024
Q1 | $1.31M | Hold |
5,715
| – | – | 0.1% | 72 |
|
|
2023
Q4 | $1.22M | Buy |
5,715
+175
| +3% | +$37.3K | 0.1% | 71 |
|
|
2023
Q3 | $1.05M | Hold |
5,540
| – | – | 0.1% | 70 |
|
|
2023
Q2 | $1.1M | Sell |
5,540
-1,034
| -16% | -$206K | 0.11% | 68 |
|
|
2023
Q1 | $1.25M | Hold |
6,574
| – | – | 0.14% | 63 |
|
|
2022
Q4 | $1.21M | Hold |
6,574
| – | – | 0.15% | 62 |
|
|
2022
Q3 | $1.18M | Buy |
6,574
+5,302
| +417% | +$949K | 0.15% | 63 |
|
|
2022
Q2 | $226K | Sell |
1,272
-49
| -4% | -$8.71K | 0.03% | 134 |
|
|
2022
Q1 | $281K | Buy |
+1,321
| New | +$281K | 0.04% | 132 |
|