Centerpoint Advisors’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 | – | Sell |
-600
| Closed | -$133K | – | 434 |
|
|
2025
Q1 | $133K | Hold |
600
| – | – | 0.05% | 105 |
|
|
2024
Q4 | $144K | Hold |
600
| – | – | 0.05% | 106 |
|
|
2024
Q3 | $142K | Hold |
600
| – | – | 0.05% | 103 |
|
|
2024
Q2 | $131K | Buy |
600
+593
| +8,471% | +$129K | 0.05% | 104 |
|
|
2024
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 398 |
|
|
2023
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 414 |
|
|
2023
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 547 |
|
|
2023
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 546 |
|