BIM
Bridges Investment 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 | $9.73M | Buy |
41,071
+7,705
| +23% | +$1.83M | 0.13% | 91 |
|
|
2025
Q1 | $7.4M | Buy |
33,366
+450
| +1% | +$99.8K | 0.11% | 97 |
|
|
2024
Q4 | $7.91M | Buy |
32,916
+13
| +0% | +$3.12K | 0.11% | 97 |
|
|
2024
Q3 | $7.8M | Buy |
32,903
+26
| +0.1% | +$6.17K | 0.11% | 97 |
|
|
2024
Q2 | $7.17M | Buy |
32,877
+20,300
| +161% | +$4.43M | 0.11% | 93 |
|
|
2024
Q1 | $2.87M | Hold |
12,577
| – | – | 0.09% | 94 |
|
|
2023
Q4 | $2.68M | Hold |
12,577
| – | – | 0.09% | 97 |
|
|
2023
Q3 | $2.38M | Sell |
12,577
-1,474
| -10% | -$279K | 0.08% | 100 |
|
|
2023
Q2 | $2.79M | Hold |
14,051
| – | – | 0.09% | 92 |
|
|
2023
Q1 | $2.66M | Sell |
14,051
-160
| -1% | -$30.3K | 0.09% | 95 |
|
|
2022
Q4 | $2.61M | Hold |
14,211
| – | – | 0.1% | 102 |
|
|
2022
Q3 | $2.43M | Hold |
14,211
| – | – | 0.09% | 102 |
|
|
2022
Q2 | $2.5M | Sell |
14,211
-15
| -0.1% | -$2.64K | 0.09% | 105 |
|
|
2022
Q1 | $3.02M | Hold |
14,226
| – | – | 0.09% | 106 |
|
|
2021
Q4 | $3.22M | Sell |
14,226
-100
| -0.7% | -$22.6K | 0.09% | 103 |
|
|
2021
Q3 | $3.13M | Sell |
14,326
-175
| -1% | -$38.3K | 0.1% | 99 |
|
|
2021
Q2 | $3.27M | Hold |
14,501
| – | – | 0.1% | 98 |
|
|
2021
Q1 | $3.11M | Sell |
14,501
-216
| -1% | -$46.3K | 0.09% | 99 |
|
|
2020
Q4 | $2.87M | Hold |
14,717
| – | – | 0.09% | 103 |
|
|
2020
Q3 | $2.26M | Hold |
14,717
| – | – | 0.08% | 107 |
|
|
2020
Q2 | $2.15M | Sell |
14,717
-550
| -4% | -$80.2K | 0.08% | 108 |
|
|
2020
Q1 | $1.76M | Buy |
15,267
+7,082
| +87% | +$817K | 0.08% | 113 |
|
|
2019
Q4 | $1.36M | Buy |
8,185
+173
| +2% | +$28.6K | 0.05% | 141 |
|
|
2019
Q3 | $1.23M | Hold |
8,012
| – | – | 0.05% | 181 |
|
|
2019
Q2 | $1.26M | Sell |
8,012
-140
| -2% | -$21.9K | 0.05% | 171 |
|
|
2019
Q1 | $1.25M | Buy |
8,152
+1,360
| +20% | +$208K | 0.05% | 174 |
|
|
2018
Q4 | $896K | Buy |
6,792
+64
| +1% | +$8.44K | 0.04% | 193 |
|
|
2018
Q3 | $1.09M | Buy |
6,728
+150
| +2% | +$24.4K | 0.05% | 164 |
|
|
2018
Q2 | $1.02M | Buy |
+6,578
| New | +$1.02M | 0.05% | 169 |
|