BFO
Biltmore Family Office’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Hold |
4,226
| – | – | 0.17% | 90 |
|
|
2025
Q1 | $937K | Hold |
4,226
| – | – | 0.16% | 90 |
|
|
2024
Q4 | $1.02M | Hold |
4,226
| – | – | 0.17% | 83 |
|
|
2024
Q3 | $1.01M | Sell |
4,226
-100
| -2% | -$23.8K | 0.17% | 85 |
|
|
2024
Q2 | $947K | Buy |
4,326
+1,009
| +30% | +$221K | 0.17% | 83 |
|
|
2024
Q1 | $758K | Hold |
3,317
| – | – | 0.15% | 89 |
|
|
2023
Q4 | $708K | Hold |
3,317
| – | – | 0.15% | 92 |
|
|
2023
Q3 | $627K | Hold |
3,317
| – | – | 0.14% | 98 |
|
|
2023
Q2 | $660K | Hold |
3,317
| – | – | 0.14% | 95 |
|
|
2023
Q1 | $629K | Hold |
3,317
| – | – | 0.13% | 111 |
|
|
2022
Q4 | $609K | Hold |
3,317
| – | – | 0.13% | 109 |
|
|
2022
Q3 | $567K | Hold |
3,317
| – | – | 0.13% | 93 |
|
|
2022
Q2 | $584K | Sell |
3,317
-169
| -5% | -$29.8K | 0.15% | 94 |
|
|
2022
Q1 | $741K | Buy |
3,486
+1
| +0% | +$213 | 0.16% | 89 |
|
|
2021
Q4 | $788K | Hold |
3,485
| – | – | 0.15% | 95 |
|
|
2021
Q3 | $762K | Hold |
3,485
| – | – | 0.18% | 83 |
|
|
2021
Q2 | $785K | Hold |
3,485
| – | – | 0.22% | 77 |
|
|
2021
Q1 | $746K | Buy |
3,485
+1
| +0% | +$214 | 0.23% | 68 |
|
|
2020
Q4 | $678K | Buy |
3,484
+500
| +17% | +$97.3K | 0.2% | 69 |
|
|
2020
Q3 | $459K | Sell |
2,984
-350
| -10% | -$53.8K | 0.26% | 83 |
|
|
2020
Q2 | $486K | Hold |
3,334
| – | – | 0.29% | 86 |
|
|
2020
Q1 | $385K | Buy |
3,334
+131
| +4% | +$15.1K | 0.25% | 96 |
|
|
2019
Q4 | $531K | Buy |
3,203
+1
| +0% | +$166 | 0.21% | 89 |
|
|
2019
Q3 | $493K | Sell |
3,202
-174
| -5% | -$26.8K | 0.21% | 92 |
|
|
2019
Q2 | $531K | Hold |
3,376
| – | – | 0.29% | 79 |
|
|
2019
Q1 | $517K | Hold |
3,376
| – | – | 0.26% | 84 |
|
|
2018
Q4 | $446K | Buy |
3,376
+2
| +0.1% | +$264 | 0.25% | 90 |
|
|
2018
Q3 | $551K | Buy |
3,374
+237
| +8% | +$38.7K | 0.26% | 88 |
|
|
2018
Q2 | $488K | Sell |
3,137
-205
| -6% | -$31.9K | 0.24% | 88 |
|
|
2018
Q1 | $491K | Hold |
3,342
| – | – | 0.22% | 102 |
|
|
2017
Q4 | $494K | Buy |
+3,342
| New | +$494K | 0.22% | 97 |
|