BDF
Black Diamond Financial’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.98M | Buy |
33,687
+88
| +0.3% | +$20.9K | 1.24% | 23 |
|
|
2025
Q1 | $7.45M | Sell |
33,599
-25
| -0.1% | -$5.54K | 1.12% | 24 |
|
|
2024
Q4 | $8.08M | Sell |
33,624
-247
| -0.7% | -$59.3K | 1.21% | 24 |
|
|
2024
Q3 | $8.03M | Sell |
33,871
-168
| -0.5% | -$39.9K | 1.36% | 19 |
|
|
2024
Q2 | $7.42M | Buy |
34,039
+31
| +0.1% | +$6.76K | 1.43% | 18 |
|
|
2024
Q1 | $7.25M | Hold |
34,008
| – | – | 1.96% | 15 |
|
|
2023
Q4 | $7.25M | Sell |
34,008
-1,222
| -3% | -$261K | 1.96% | 15 |
|
|
2023
Q3 | $6.66M | Buy |
35,230
+1,714
| +5% | +$324K | 2.05% | 14 |
|
|
2023
Q2 | $6.67M | Sell |
33,516
-408
| -1% | -$81.1K | 1.97% | 15 |
|
|
2023
Q1 | $6.43M | Buy |
33,924
+503
| +2% | +$95.3K | 2.11% | 14 |
|
|
2022
Q4 | $6.13M | Sell |
33,421
-411
| -1% | -$75.4K | 2.22% | 14 |
|
|
2022
Q3 | $5.78M | Sell |
33,832
-1,511
| -4% | -$258K | 2.33% | 9 |
|
|
2022
Q2 | $6.22M | Buy |
35,343
+677
| +2% | +$119K | 2.45% | 8 |
|
|
2022
Q1 | $7.37M | Buy |
34,666
+70
| +0.2% | +$14.9K | 2.33% | 7 |
|
|
2021
Q4 | $7.82M | Buy |
34,596
+1,838
| +6% | +$415K | 2.63% | 7 |
|
|
2021
Q3 | $7.16M | Sell |
32,758
-2,927
| -8% | -$640K | 3.44% | 8 |
|
|
2021
Q2 | $8.04M | Sell |
35,685
-458
| -1% | -$103K | 3.14% | 9 |
|
|
2021
Q1 | $7.74M | Buy |
36,143
+1,468
| +4% | +$314K | 3.28% | 8 |
|
|
2020
Q4 | $6.75M | Sell |
34,675
-200
| -0.6% | -$38.9K | 3.1% | 7 |
|
|
2020
Q3 | $5.36M | Sell |
34,875
-875
| -2% | -$135K | 3.01% | 8 |
|
|
2020
Q2 | $5.21M | Sell |
35,750
-2,867
| -7% | -$418K | 3.4% | 8 |
|
|
2020
Q1 | $4.46M | Buy |
38,617
+15,532
| +67% | +$1.79M | 3.38% | 12 |
|
|
2019
Q4 | $3.82M | Sell |
23,085
-7,431
| -24% | -$1.23M | 2.77% | 13 |
|
|
2019
Q3 | $4.7M | Buy |
30,516
+6,770
| +29% | +$1.04M | 3.46% | 9 |
|
|
2019
Q2 | $3.72M | Buy |
23,746
+431
| +2% | +$67.5K | 3.17% | 11 |
|
|
2019
Q1 | $3.56M | Sell |
23,315
-5,726
| -20% | -$875K | 3.19% | 11 |
|
|
2018
Q4 | $4.11M | Buy |
+29,041
| New | +$4.11M | 3.23% | 8 |
|