Baron Financial Group’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 | $2.35M | Buy |
9,918
+2,188
| +28% | +$519K | 1.38% | 25 |
|
|
2025
Q1 | $1.71M | Buy |
7,730
+1,224
| +19% | +$271K | 1.08% | 28 |
|
|
2024
Q4 | $1.56M | Buy |
6,506
+440
| +7% | +$106K | 0.97% | 32 |
|
|
2024
Q3 | $1.44M | Buy |
6,066
+309
| +5% | +$73.3K | 0.88% | 32 |
|
|
2024
Q2 | $1.26M | Buy |
5,757
+1,545
| +37% | +$337K | 0.8% | 32 |
|
|
2024
Q1 | $963K | Buy |
4,212
+980
| +30% | +$224K | 0.59% | 32 |
|
|
2023
Q4 | $690K | Buy |
+3,232
| New | +$690K | 0.44% | 35 |
|
|
2022
Q3 | – | Sell |
-237
| Closed | -$41.7K | – | 187 |
|
|
2022
Q2 | $41.7K | Buy |
237
+1
| +0.4% | +$176 | 0.03% | 89 |
|
|
2022
Q1 | $50.2K | Buy |
236
+125
| +113% | +$26.6K | 0.03% | 89 |
|
|
2021
Q4 | $25.1K | Hold |
111
| – | – | 0.01% | 128 |
|
|
2021
Q3 | $24.3K | Hold |
111
| – | – | 0.01% | 131 |
|
|
2021
Q2 | $25K | Hold |
111
| – | – | 0.02% | 133 |
|
|
2021
Q1 | $23.7K | Sell |
111
-39
| -26% | -$8.32K | 0.02% | 132 |
|
|
2020
Q4 | $29.2K | Hold |
150
| – | – | 0.02% | 118 |
|
|
2020
Q3 | $23.1K | Buy |
+150
| New | +$23.1K | 0.02% | 126 |
|