Brass Tax Wealth Management’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 | $32.6M | Buy |
137,666
+2,816
| +2% | +$667K | 6.28% | 2 |
|
2025
Q1 | $29.9M | Buy |
134,850
+1,942
| +1% | +$431K | 6.28% | 2 |
|
2024
Q4 | $31.9M | Buy |
132,908
+188
| +0.1% | +$45.2K | 6.72% | 2 |
|
2024
Q3 | $31.5M | Buy |
132,720
+65,329
| +97% | +$15.5M | 6.74% | 2 |
|
2024
Q2 | $14.7M | Buy |
67,391
+8,402
| +14% | +$1.83M | 6.35% | 3 |
|
2024
Q1 | $13.5M | Buy |
+58,989
| New | +$13.5M | 7.03% | 4 |
|