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