AP
Appleton Partners’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Buy |
2,151
+209
| +11% | +$49.6K | 0.04% | 181 |
|
|
2025
Q1 | $431K | Sell |
1,942
-124
| -6% | -$27.5K | 0.03% | 189 |
|
|
2024
Q4 | $496K | Hold |
2,066
| – | – | 0.04% | 176 |
|
|
2024
Q3 | $490K | Sell |
2,066
-7
| -0.3% | -$1.66K | 0.04% | 177 |
|
|
2024
Q2 | $452K | Buy |
2,073
+7
| +0.3% | +$1.53K | 0.03% | 183 |
|
|
2024
Q1 | $472K | Sell |
2,066
-170
| -8% | -$38.8K | 0.04% | 191 |
|
|
2023
Q4 | $477K | Sell |
2,236
-50
| -2% | -$10.7K | 0.04% | 197 |
|
|
2023
Q3 | $432K | Sell |
2,286
-153
| -6% | -$28.9K | 0.04% | 200 |
|
|
2023
Q2 | $485K | Buy |
2,439
+120
| +5% | +$23.9K | 0.04% | 198 |
|
|
2023
Q1 | $440K | Buy |
2,319
+15
| +0.7% | +$2.85K | 0.04% | 215 |
|
|
2022
Q4 | $423K | Sell |
2,304
-40
| -2% | -$7.34K | 0.04% | 219 |
|
|
2022
Q3 | $401K | Buy |
2,344
+149
| +7% | +$25.5K | 0.04% | 218 |
|
|
2022
Q2 | $387K | Buy |
2,195
+1
| +0% | +$176 | 0.04% | 228 |
|
|
2022
Q1 | $466K | Hold |
2,194
| – | – | 0.04% | 222 |
|
|
2021
Q4 | $496K | Sell |
2,194
-124
| -5% | -$28K | 0.04% | 222 |
|
|
2021
Q3 | $507K | Buy |
2,318
+239
| +11% | +$52.3K | 0.04% | 202 |
|
|
2021
Q2 | $468K | Sell |
2,079
-20
| -1% | -$4.5K | 0.04% | 200 |
|
|
2021
Q1 | $449K | Hold |
2,099
| – | – | 0.04% | 203 |
|
|
2020
Q4 | $409K | Buy |
2,099
+230
| +12% | +$44.8K | 0.04% | 206 |
|
|
2020
Q3 | $287K | Hold |
1,869
| – | – | 0.03% | 225 |
|
|
2020
Q2 | $272K | Sell |
1,869
-52
| -3% | -$7.57K | 0.03% | 222 |
|
|
2020
Q1 | $222K | Sell |
1,921
-64
| -3% | -$7.4K | 0.03% | 243 |
|
|
2019
Q4 | $329K | Hold |
1,985
| – | – | 0.04% | 229 |
|
|
2019
Q3 | $305K | Hold |
1,985
| – | – | 0.04% | 232 |
|
|
2019
Q2 | $311K | Hold |
1,985
| – | – | 0.04% | 230 |
|
|
2019
Q1 | $303K | Sell |
1,985
-1,495
| -43% | -$228K | 0.04% | 222 |
|
|
2018
Q4 | $512K | Buy |
3,480
+1,760
| +102% | +$259K | 0.08% | 172 |
|
|
2018
Q3 | $280K | Hold |
1,720
| – | – | 0.04% | 226 |
|
|
2018
Q2 | $268K | Sell |
1,720
-175
| -9% | -$27.3K | 0.04% | 232 |
|
|
2018
Q1 | $278K | Buy |
1,895
+65
| +4% | +$9.54K | 0.04% | 224 |
|
|
2017
Q4 | $270K | Hold |
1,830
| – | – | 0.04% | 231 |
|
|
2017
Q3 | $259K | Sell |
1,830
-450
| -20% | -$63.7K | 0.04% | 216 |
|
|
2017
Q2 | $309K | Hold |
2,280
| – | – | 0.05% | 196 |
|
|
2017
Q1 | $304K | Buy |
+2,280
| New | +$304K | 0.06% | 192 |
|