Aufman Associates’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 | $34.6M | Sell |
145,848
-417
| -0.3% | -$98.8K | 21.31% | 2 |
|
2025
Q1 | $32.4M | Sell |
146,265
-732
| -0.5% | -$162K | 22.3% | 1 |
|
2024
Q4 | $35.3M | Sell |
146,997
-1,143
| -0.8% | -$275K | 23.84% | 1 |
|
2024
Q3 | $35.1M | Sell |
148,140
-1,041
| -0.7% | -$247K | 22.59% | 1 |
|
2024
Q2 | $32.5M | Sell |
149,181
-293
| -0.2% | -$63.9K | 23.15% | 2 |
|
2024
Q1 | $34.2M | Buy |
149,474
+747
| +0.5% | +$171K | 24.06% | 1 |
|
2023
Q4 | $31.7M | Buy |
148,727
+515
| +0.3% | +$110K | 23.95% | 1 |
|
2023
Q3 | $28M | Buy |
148,212
+269
| +0.2% | +$50.9K | 23.51% | 1 |
|
2023
Q2 | $29.4M | Sell |
147,943
-118
| -0.1% | -$23.5K | 24.27% | 1 |
|
2023
Q1 | $28.1M | Sell |
148,061
-1,308
| -0.9% | -$248K | 23.89% | 1 |
|
2022
Q4 | $27.4M | Buy |
149,369
+5,907
| +4% | +$1.08M | 25.34% | 1 |
|
2022
Q3 | $24.5M | Sell |
143,462
-674
| -0.5% | -$115K | 25.81% | 1 |
|
2022
Q2 | $25.4M | Buy |
144,136
+997
| +0.7% | +$176K | 24.13% | 1 |
|
2022
Q1 | $30.4M | Buy |
143,139
+1,755
| +1% | +$373K | 23.96% | 1 |
|
2021
Q4 | $32M | Sell |
141,384
-674
| -0.5% | -$152K | 23.63% | 1 |
|
2021
Q3 | $31.1M | Sell |
142,058
-1,714
| -1% | -$375K | 25.55% | 1 |
|
2021
Q2 | $32.4M | Sell |
143,772
-7,446
| -5% | -$1.68M | 24.98% | 1 |
|
2021
Q1 | $32.4M | Sell |
151,218
-6,298
| -4% | -$1.35M | 26.95% | 1 |
|
2020
Q4 | $30.7M | Sell |
157,516
-4,145
| -3% | -$807K | 27.51% | 1 |
|
2020
Q3 | $24.9M | Sell |
161,661
-223
| -0.1% | -$34.3K | 26.73% | 1 |
|
2020
Q2 | $23.6M | Buy |
161,884
+2,190
| +1% | +$319K | 26.77% | 1 |
|
2020
Q1 | $18.4M | Buy |
159,694
+3,100
| +2% | +$358K | 25.43% | 1 |
|
2019
Q4 | $25.9M | Buy |
+156,594
| New | +$25.9M | 26.7% | 1 |
|