American Financial & Tax Strategies’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 | $441K | Sell |
1,860
-160
| -8% | -$37.9K | 0.23% | 72 |
|
2025
Q1 | $448K | Sell |
2,020
-29
| -1% | -$6.43K | 0.24% | 69 |
|
2024
Q4 | $492K | Sell |
2,049
-7
| -0.3% | -$1.68K | 0.26% | 67 |
|
2024
Q3 | $488K | Sell |
2,056
-98
| -5% | -$23.2K | 0.25% | 69 |
|
2024
Q2 | $470K | Buy |
2,154
+15
| +0.7% | +$3.27K | 0.25% | 70 |
|
2024
Q1 | $489K | Sell |
2,139
-89
| -4% | -$20.3K | 0.26% | 69 |
|
2023
Q4 | $475K | Buy |
+2,228
| New | +$475K | 0.27% | 68 |
|