Burkett Financial Services’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 | $100K | Sell |
424
-148
| -26% | -$35.1K | 0.04% | 71 |
|
|
2025
Q1 | $127K | Buy |
572
+14
| +3% | +$3.1K | 0.05% | 59 |
|
|
2024
Q4 | $134K | Sell |
558
-29
| -5% | -$6.97K | 0.05% | 55 |
|
|
2024
Q3 | $139K | Buy |
587
+6
| +1% | +$1.42K | 0.06% | 51 |
|
|
2024
Q2 | $127K | Sell |
581
-91
| -14% | -$19.8K | 0.07% | 49 |
|
|
2024
Q1 | $154K | Buy |
672
+15
| +2% | +$3.43K | 0.08% | 48 |
|
|
2023
Q4 | $140K | Buy |
+657
| New | +$140K | 0.08% | 52 |
|