Boston Family Office’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 | $260K | Buy |
1,098
+192
| +21% | +$45.5K | 0.02% | 254 |
|
2025
Q1 | $201K | Sell |
906
-21
| -2% | -$4.66K | 0.01% | 276 |
|
2024
Q4 | $223K | Buy |
+927
| New | +$223K | 0.02% | 260 |
|
2024
Q3 | – | Sell |
-1,105
| Closed | -$241K | – | 280 |
|
2024
Q2 | $241K | Buy |
+1,105
| New | +$241K | 0.02% | 238 |
|
2021
Q4 | – | Sell |
-2,250
| Closed | -$492K | – | 287 |
|
2021
Q3 | $492K | Sell |
2,250
-78
| -3% | -$17.1K | 0.04% | 206 |
|
2021
Q2 | $524K | Sell |
2,328
-390
| -14% | -$87.8K | 0.04% | 202 |
|
2021
Q1 | $565K | Buy |
2,718
+78
| +3% | +$16.2K | 0.04% | 198 |
|
2020
Q4 | $514K | Hold |
2,640
| – | – | 0.04% | 198 |
|
2020
Q3 | $406K | Hold |
2,640
| – | – | 0.04% | 193 |
|
2020
Q2 | $385K | Hold |
2,640
| – | – | 0.04% | 195 |
|
2020
Q1 | $305K | Hold |
2,640
| – | – | 0.04% | 204 |
|
2019
Q4 | $437K | Sell |
2,640
-900
| -25% | -$149K | 0.04% | 205 |
|
2019
Q3 | $545K | Sell |
3,540
-160
| -4% | -$24.6K | 0.06% | 183 |
|
2019
Q2 | $580K | Buy |
3,700
+160
| +5% | +$25.1K | 0.06% | 180 |
|
2019
Q1 | $541K | Buy |
3,540
+50
| +1% | +$7.64K | 0.06% | 183 |
|
2018
Q4 | $461K | Sell |
3,490
-73
| -2% | -$9.64K | 0.06% | 185 |
|
2018
Q3 | $579K | Sell |
3,563
-150
| -4% | -$24.4K | 0.06% | 187 |
|
2018
Q2 | $578K | Hold |
3,713
| – | – | 0.07% | 183 |
|
2018
Q1 | $546K | Buy |
3,713
+150
| +4% | +$22.1K | 0.06% | 187 |
|
2017
Q4 | $527K | Hold |
3,563
| – | – | 0.06% | 192 |
|
2017
Q3 | $504K | Hold |
3,563
| – | – | 0.06% | 197 |
|
2017
Q2 | $483K | Sell |
3,563
-147
| -4% | -$19.9K | 0.06% | 195 |
|
2017
Q1 | $494K | Hold |
3,710
| – | – | 0.06% | 188 |
|
2016
Q4 | $478K | Sell |
3,710
-25
| -0.7% | -$3.22K | 0.06% | 191 |
|
2016
Q3 | $456K | Sell |
3,735
-69
| -2% | -$8.42K | 0.06% | 190 |
|
2016
Q2 | $440K | Sell |
3,804
-127
| -3% | -$14.7K | 0.06% | 189 |
|
2016
Q1 | $438K | Sell |
3,931
-56
| -1% | -$6.24K | 0.06% | 184 |
|
2015
Q4 | $441K | Sell |
3,987
-249
| -6% | -$27.5K | 0.06% | 183 |
|
2015
Q3 | $457K | Sell |
4,236
-50
| -1% | -$5.39K | 0.06% | 186 |
|
2015
Q2 | $521K | Sell |
4,286
-20
| -0.5% | -$2.43K | 0.07% | 194 |
|
2015
Q1 | $528K | Hold |
4,306
| – | – | 0.07% | 197 |
|
2014
Q4 | $502K | Hold |
4,306
| – | – | 0.06% | 199 |
|
2014
Q3 | $476K | Hold |
4,306
| – | – | 0.06% | 198 |
|
2014
Q2 | $504K | Hold |
4,306
| – | – | 0.06% | 201 |
|
2014
Q1 | $486K | Hold |
4,306
| – | – | 0.06% | 200 |
|
2013
Q4 | $473K | Buy |
4,306
+900
| +26% | +$98.9K | 0.06% | 195 |
|
2013
Q3 | $349K | Hold |
3,406
| – | – | 0.05% | 216 |
|
2013
Q2 | $319K | Buy |
+3,406
| New | +$319K | 0.05% | 215 |
|