BFA
Buttonwood Financial Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $251K | Hold |
1,059
| – | – | 0.1% | 95 |
|
2025
Q1 | $235K | Sell |
1,059
-49
| -4% | -$10.9K | 0.1% | 93 |
|
2024
Q4 | $266K | Buy |
1,108
+1
| +0.1% | +$240 | 0.12% | 88 |
|
2024
Q3 | $263K | Sell |
1,107
-456
| -29% | -$108K | 0.11% | 92 |
|
2024
Q2 | $341K | Sell |
1,563
-834
| -35% | -$182K | 0.16% | 82 |
|
2024
Q1 | $548K | Sell |
2,397
-75
| -3% | -$17.1K | 0.26% | 69 |
|
2023
Q4 | $527K | Sell |
2,472
-375
| -13% | -$80K | 0.29% | 68 |
|
2023
Q3 | $538K | Buy |
2,847
+702
| +33% | +$133K | 0.34% | 63 |
|
2023
Q2 | $427K | Buy |
+2,145
| New | +$427K | 0.27% | 68 |
|