Brightwater Advisory’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 | $5.97M | Buy |
25,203
+762
| +3% | +$181K | 4.3% | 7 |
|
|
2025
Q1 | $5.42M | Buy |
24,441
+275
| +1% | +$61K | 4.29% | 9 |
|
|
2024
Q4 | $5.81M | Sell |
24,166
-686
| -3% | -$165K | 4.55% | 6 |
|
|
2024
Q3 | $5.9M | Sell |
24,852
-349
| -1% | -$82.8K | 4.34% | 6 |
|
|
2024
Q2 | $5.49M | Buy |
25,201
+294
| +1% | +$64.1K | 4.24% | 8 |
|
|
2024
Q1 | $5.69M | Buy |
24,907
+463
| +2% | +$106K | 4.57% | 6 |
|
|
2023
Q4 | $5.21M | Buy |
+24,444
| New | +$5.21M | 4.4% | 8 |
|