BFIM
Beese Fulmer Investment Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $990K | Buy |
4,179
+1,493
| +56% | +$354K | 0.07% | 140 |
|
|
2025
Q1 | $596K | Sell |
2,686
-2,847
| -51% | -$631K | 0.05% | 142 |
|
|
2024
Q4 | $1.33M | Buy |
5,533
+981
| +22% | +$236K | 0.11% | 106 |
|
|
2024
Q3 | $1.08M | Sell |
4,552
-1,675
| -27% | -$397K | 0.09% | 117 |
|
|
2024
Q2 | $1.36M | Hold |
6,227
| – | – | 0.12% | 104 |
|
|
2024
Q1 | $1.42M | Hold |
6,227
| – | – | 0.13% | 102 |
|
|
2023
Q4 | $1.33M | Buy |
6,227
+78
| +1% | +$16.6K | 0.14% | 104 |
|
|
2023
Q3 | $1.16M | Hold |
6,149
| – | – | 0.13% | 109 |
|
|
2023
Q2 | $1.22M | Sell |
6,149
-30
| -0.5% | -$5.97K | 0.13% | 110 |
|
|
2023
Q1 | $1.17M | Sell |
6,179
-184
| -3% | -$34.9K | 0.13% | 108 |
|
|
2022
Q4 | $1.17M | Buy |
6,363
+139
| +2% | +$25.5K | 0.14% | 113 |
|
|
2022
Q3 | $1.06M | Buy |
6,224
+789
| +15% | +$135K | 0.14% | 111 |
|
|
2022
Q2 | $957K | Buy |
5,435
+338
| +7% | +$59.5K | 0.12% | 116 |
|
|
2022
Q1 | $1.08M | Sell |
5,097
-75
| -1% | -$15.9K | 0.12% | 119 |
|
|
2021
Q4 | $1.17M | Sell |
5,172
-49
| -0.9% | -$11.1K | 0.12% | 115 |
|
|
2021
Q3 | $1.14M | Buy |
5,221
+134
| +3% | +$29.3K | 0.13% | 116 |
|
|
2021
Q2 | $1.15M | Buy |
5,087
+22
| +0.4% | +$4.96K | 0.13% | 115 |
|
|
2021
Q1 | $1.08M | Sell |
5,065
-5
| -0.1% | -$1.07K | 0.13% | 116 |
|
|
2020
Q4 | $987K | Sell |
5,070
-48
| -0.9% | -$9.34K | 0.13% | 113 |
|
|
2020
Q3 | $787K | Sell |
5,118
-50
| -1% | -$7.69K | 0.11% | 116 |
|
|
2020
Q2 | $753K | Buy |
5,168
+650
| +14% | +$94.7K | 0.11% | 115 |
|
|
2020
Q1 | $522K | Buy |
+4,518
| New | +$522K | 0.09% | 125 |
|