BAM
BOS Asset 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 | $2.71M | Buy |
11,429
+28
| +0.2% | +$6.64K | 0.86% | 28 |
|
|
2025
Q1 | $2.53M | Buy |
11,401
+2,214
| +24% | +$491K | 0.87% | 29 |
|
|
2024
Q4 | $2.21M | Buy |
9,187
+3,785
| +70% | +$909K | 0.79% | 29 |
|
|
2024
Q3 | $1.28M | Buy |
5,402
+14
| +0.3% | +$3.32K | 0.47% | 40 |
|
|
2024
Q2 | $1.17M | Sell |
5,388
-167
| -3% | -$36.4K | 0.54% | 40 |
|
|
2024
Q1 | $1.27M | Sell |
5,555
-142
| -2% | -$32.5K | 0.67% | 33 |
|
|
2023
Q4 | $1.22M | Buy |
5,697
+17
| +0.3% | +$3.63K | 0.83% | 31 |
|
|
2023
Q3 | $1.07M | Sell |
5,680
-124
| -2% | -$23.4K | 0.79% | 37 |
|
|
2023
Q2 | $1.15M | Buy |
5,804
+4
| +0.1% | +$796 | 0.9% | 32 |
|
|
2023
Q1 | $1.1M | Buy |
5,800
+65
| +1% | +$12.3K | 0.92% | 32 |
|
|
2022
Q4 | $1.05M | Buy |
+5,735
| New | +$1.05M | 0.94% | 30 |
|