Berger 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 | $1.75M | Sell |
7,379
-12
| -0.2% | -$2.84K | 0.11% | 141 |
|
|
2025
Q1 | $1.64M | Sell |
7,391
-773
| -9% | -$171K | 0.11% | 138 |
|
|
2024
Q4 | $1.96M | Sell |
8,164
-647
| -7% | -$155K | 0.14% | 126 |
|
|
2024
Q3 | $2.09M | Sell |
8,811
-1,284
| -13% | -$305K | 0.15% | 117 |
|
|
2024
Q2 | $2.2M | Sell |
10,095
-891
| -8% | -$194K | 0.18% | 109 |
|
|
2024
Q1 | $2.51M | Sell |
10,986
-2,126
| -16% | -$486K | 0.21% | 103 |
|
|
2023
Q4 | $2.8M | Sell |
13,112
-83
| -0.6% | -$17.7K | 0.29% | 87 |
|
|
2023
Q3 | $2.49M | Buy |
13,195
+2,362
| +22% | +$447K | 0.29% | 88 |
|
|
2023
Q2 | $2.15M | Buy |
10,833
+605
| +6% | +$120K | 0.24% | 91 |
|
|
2023
Q1 | $1.94M | Buy |
10,228
+357
| +4% | +$67.7K | 0.23% | 90 |
|
|
2022
Q4 | $1.81M | Sell |
9,871
-580
| -6% | -$106K | 0.24% | 85 |
|
|
2022
Q3 | $1.79M | Sell |
10,451
-813
| -7% | -$139K | 0.26% | 85 |
|
|
2022
Q2 | $1.98M | Buy |
11,264
+5,738
| +104% | +$1.01M | 0.29% | 74 |
|
|
2022
Q1 | $1.17M | Sell |
5,526
-496
| -8% | -$105K | 0.15% | 91 |
|
|
2021
Q4 | $1.36M | Buy |
6,022
+403
| +7% | +$91.1K | 0.18% | 91 |
|
|
2021
Q3 | $1.23M | Buy |
5,619
+269
| +5% | +$58.8K | 0.22% | 73 |
|
|
2021
Q2 | $1.21M | Sell |
5,350
-381
| -7% | -$85.8K | 0.22% | 73 |
|
|
2021
Q1 | $1.23M | Buy |
5,731
+418
| +8% | +$89.5K | 0.27% | 72 |
|
|
2020
Q4 | $1.03M | Buy |
+5,313
| New | +$1.03M | 0.18% | 95 |
|