Brown Miller 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 | $393K | Sell |
1,659
-60
| -3% | -$14.2K | 0.12% | 136 |
|
2025
Q1 | $381K | Buy |
1,719
+505
| +42% | +$112K | 0.13% | 123 |
|
2024
Q4 | $292K | Buy |
1,214
+60
| +5% | +$14.4K | 0.11% | 100 |
|
2024
Q3 | $274K | Hold |
1,154
| – | – | 0.11% | 104 |
|
2024
Q2 | $252K | Hold |
1,154
| – | – | 0.1% | 108 |
|
2024
Q1 | $264K | Hold |
1,154
| – | – | 0.12% | 106 |
|
2023
Q4 | $246K | Hold |
1,154
| – | – | 0.12% | 112 |
|
2023
Q3 | $218K | Hold |
1,154
| – | – | 0.12% | 113 |
|
2023
Q2 | $230K | Hold |
1,154
| – | – | 0.12% | 112 |
|
2023
Q1 | $219K | Hold |
1,154
| – | – | 0.13% | 110 |
|
2022
Q4 | $212K | Buy |
+1,154
| New | +$212K | 0.13% | 114 |
|
2022
Q2 | – | Sell |
-1,440
| Closed | -$306K | – | 126 |
|
2022
Q1 | $306K | Buy |
1,440
+3
| +0.2% | +$638 | 0.18% | 94 |
|
2021
Q4 | $324K | Buy |
+1,437
| New | +$324K | 0.19% | 94 |
|