CD
Chapin Davis’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Sell |
2,417
-55
| -2% | -$13K | 0.16% | 127 |
|
|
2025
Q1 | $548K | Sell |
2,472
-216
| -8% | -$47.9K | 0.19% | 119 |
|
|
2024
Q4 | $638K | Hold |
2,688
| – | – | 0.21% | 110 |
|
|
2024
Q3 | $638K | Buy |
2,688
+56
| +2% | +$13.3K | 0.21% | 111 |
|
|
2024
Q2 | $574K | Buy |
2,632
+338
| +15% | +$73.7K | 0.2% | 117 |
|
|
2024
Q1 | $524K | Buy |
2,294
+197
| +9% | +$45K | 0.19% | 124 |
|
|
2023
Q4 | $447K | Hold |
2,097
| – | – | 0.19% | 126 |
|
|
2023
Q3 | $397K | Buy |
2,097
+544
| +35% | +$103K | 0.19% | 126 |
|
|
2023
Q2 | $309K | Buy |
1,553
+12
| +0.8% | +$2.39K | 0.15% | 148 |
|
|
2023
Q1 | $292K | Buy |
1,541
+396
| +35% | +$75.1K | 0.15% | 150 |
|
|
2022
Q4 | $210K | Buy |
+1,145
| New | +$210K | 0.12% | 168 |
|