BFC
Bedel Financial Consulting’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $932K | Sell |
3,933
-747
| -16% | -$177K | 0.13% | 96 |
|
|
2025
Q1 | $1.03M | Buy |
4,680
+1,326
| +40% | +$291K | 0.15% | 87 |
|
|
2024
Q4 | $841K | Buy |
3,354
+646
| +24% | +$162K | 0.12% | 99 |
|
|
2024
Q3 | $642K | Buy |
2,708
+136
| +5% | +$32.3K | 0.09% | 123 |
|
|
2024
Q2 | $561K | Buy |
2,572
+115
| +5% | +$25.1K | 0.08% | 125 |
|
|
2024
Q1 | $562K | Buy |
2,457
+204
| +9% | +$46.6K | 0.09% | 125 |
|
|
2023
Q4 | $481K | Buy |
2,253
+80
| +4% | +$17.1K | 0.09% | 129 |
|
|
2023
Q3 | $411K | Buy |
2,173
+101
| +5% | +$19.1K | 0.08% | 139 |
|
|
2023
Q2 | $412K | Buy |
2,072
+55
| +3% | +$10.9K | 0.09% | 137 |
|
|
2023
Q1 | $382K | Sell |
2,017
-145
| -7% | -$27.5K | 0.09% | 138 |
|
|
2022
Q4 | $397K | Buy |
2,162
+73
| +3% | +$13.4K | 0.1% | 135 |
|
|
2022
Q3 | $387K | Sell |
2,089
-2,247
| -52% | -$416K | 0.1% | 131 |
|
|
2022
Q2 | $764K | Buy |
4,336
+1,175
| +37% | +$207K | 0.22% | 61 |
|
|
2022
Q1 | $672K | Buy |
3,161
+8
| +0.3% | +$1.7K | 0.21% | 64 |
|
|
2021
Q4 | $713K | Buy |
3,153
+14
| +0.4% | +$3.17K | 0.22% | 63 |
|
|
2021
Q3 | $686K | Buy |
3,139
+8
| +0.3% | +$1.75K | 0.24% | 62 |
|
|
2021
Q2 | $705K | Buy |
3,131
+8
| +0.3% | +$1.8K | 0.25% | 60 |
|
|
2021
Q1 | $669K | Buy |
3,123
+2,389
| +325% | +$512K | 0.26% | 59 |
|
|
2020
Q4 | $143K | Buy |
734
+5
| +0.7% | +$974 | 0.06% | 182 |
|
|
2020
Q3 | $112K | Buy |
729
+2
| +0.3% | +$307 | 0.06% | 197 |
|
|
2020
Q2 | $106K | Sell |
727
-19
| -3% | -$2.77K | 0.06% | 190 |
|
|
2020
Q1 | $86K | Buy |
746
+21
| +3% | +$2.42K | 0.06% | 201 |
|
|
2019
Q4 | $120K | Buy |
725
+59
| +9% | +$9.77K | 0.07% | 187 |
|
|
2019
Q3 | $103K | Buy |
666
+3
| +0.5% | +$464 | 0.06% | 199 |
|
|
2019
Q2 | $104K | Buy |
663
+2
| +0.3% | +$314 | 0.06% | 194 |
|
|
2019
Q1 | $101K | Hold |
661
| – | – | 0.06% | 192 |
|
|
2018
Q4 | $87K | Sell |
661
-515
| -44% | -$67.8K | 0.06% | 191 |
|
|
2018
Q3 | $180K | Buy |
1,176
+2
| +0.2% | +$306 | 0.12% | 145 |
|
|
2018
Q2 | $183K | Sell |
1,174
-113
| -9% | -$17.6K | 0.13% | 145 |
|
|
2018
Q1 | $189K | Buy |
+1,287
| New | +$189K | 0.14% | 139 |
|