Beck Mack & Oliver’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $217K | Sell |
830
-100
| -11% | -$27.1K | ﹤0.01% | 182 |
|
|
2025
Q4 | $240K | Hold |
930
| – | – | ﹤0.01% | 174 |
|
|
2025
Q3 | $236K | Hold |
930
| – | – | ﹤0.01% | 166 |
|
|
2025
Q2 | $220K | Hold |
930
| – | – | ﹤0.01% | 173 |
|
|
2025
Q1 | $206K | Hold |
930
| – | – | ﹤0.01% | 171 |
|
|
2024
Q4 | $223K | Sell |
930
-200
| -18% | -$49.2K | ﹤0.01% | 169 |
|
|
2024
Q3 | $268K | Hold |
1,130
| – | – | 0.01% | 151 |
|
|
2024
Q2 | $246K | Hold |
1,130
| – | – | 0.01% | 157 |
|
|
2024
Q1 | $258K | Sell |
1,130
-40
| -3% | -$8.6K | 0.01% | 152 |
|
|
2023
Q4 | $250K | Hold |
1,170
| – | – | 0.01% | 157 |
|
|
2023
Q3 | $221K | Sell |
1,170
-47
| -4% | -$9.36K | 0.01% | 152 |
|
|
2023
Q2 | $242K | Sell |
1,217
-30
| -2% | -$5.67K | 0.01% | 154 |
|
|
2023
Q1 | $236K | Hold |
1,247
| – | – | 0.01% | 156 |
|
|
2022
Q4 | $229K | Sell |
1,247
-54
| -4% | -$10K | 0.01% | 160 |
|
|
2022
Q3 | $222K | Hold |
1,301
| – | – | 0.01% | 157 |
|
|
2022
Q2 | $229K | Sell |
1,301
-40
| -3% | -$7.72K | 0.01% | 162 |
|
|
2022
Q1 | $285K | Sell |
1,341
-100
| -7% | -$21.1K | 0.01% | 163 |
|
|
2021
Q4 | $326K | Sell |
1,441
-39
| -3% | -$8.86K | 0.01% | 157 |
|
|
2021
Q3 | $324K | Hold |
1,480
| – | – | 0.01% | 169 |
|
|
2021
Q2 | $333K | Sell |
1,480
-57
| -4% | -$12.6K | 0.01% | 164 |
|
|
2021
Q1 | $329K | Buy |
1,537
+57
| +4% | +$12K | 0.01% | 158 |
|
|
2020
Q4 | $288K | Hold |
1,480
| – | – | 0.01% | 163 |
|
|
2020
Q3 | $228K | Hold |
1,480
| – | – | 0.01% | 174 |
|
|
2020
Q2 | $216K | Buy |
+1,480
| New | +$199K | 0.01% | 172 |
|
|
2020
Q1 | – | Sell |
-1,480
| Closed | -$245K | – | 211 |
|
|
2019
Q4 | $245K | Hold |
1,480
| – | – | 0.01% | 183 |
|
|
2019
Q3 | $228K | Hold |
1,480
| – | – | 0.01% | 189 |
|
|
2019
Q2 | $232K | Hold |
1,480
| – | – | 0.01% | 194 |
|
|
2019
Q1 | $226K | Sell |
1,480
-157
| -10% | -$23.3K | 0.01% | 193 |
|
|
2018
Q4 | $216K | Hold |
1,637
| – | – | 0.01% | 195 |
|
|
2018
Q3 | $266K | Hold |
1,637
| – | – | 0.01% | 191 |
|
|
2018
Q2 | $255K | Sell |
1,637
-13
| -0.8% | -$1.99K | 0.01% | 194 |
|
|
2018
Q1 | $242K | Buy |
1,650
+13
| +0.8% | +$1.94K | 0.01% | 199 |
|
|
2017
Q4 | $242K | Hold |
1,637
| – | – | 0.01% | 204 |
|
|
2017
Q3 | $231K | Sell |
1,637
-20
| -1% | -$2.73K | 0.01% | 208 |
|
|
2017
Q2 | $225K | Hold |
1,657
| – | – | 0.01% | 213 |
|
|
2017
Q1 | $221K | Buy |
+1,657
| New | +$219K | 0.01% | 208 |
|
Other funds holding VB
