Calton & Associates’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 | $510K | Sell |
2,150
-286
| -12% | -$67.8K | 0.09% | 200 |
|
|
2025
Q1 | $540K | Buy |
+2,436
| New | +$540K | 0.12% | 160 |
|
|
2024
Q4 | – | Sell |
-921
| Closed | -$219K | – | 281 |
|
|
2024
Q3 | $219K | Buy |
+921
| New | +$219K | 0.08% | 206 |
|
|
2018
Q1 | – | Sell |
-84
| Closed | -$12K | – | 1225 |
|
|
2017
Q4 | $12K | Buy |
+84
| New | +$12K | ﹤0.01% | 1025 |
|