Cherrydale Wealth Management’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 | $1.33M | Buy |
5,620
+694
| +14% | +$164K | 0.46% | 27 |
|
|
2025
Q1 | $1.09M | Buy |
4,926
+21
| +0.4% | +$4.66K | 0.43% | 24 |
|
|
2024
Q4 | $1.18M | Buy |
4,905
+32
| +0.7% | +$7.69K | 0.46% | 23 |
|
|
2024
Q3 | $1.16M | Buy |
4,873
+19
| +0.4% | +$4.51K | 0.47% | 22 |
|
|
2024
Q2 | $1.06M | Sell |
4,854
-519
| -10% | -$113K | 0.46% | 23 |
|
|
2024
Q1 | $1.23M | Sell |
5,373
-1,976
| -27% | -$452K | 0.57% | 21 |
|
|
2023
Q4 | $1.57M | Buy |
7,349
+137
| +2% | +$29.2K | 0.82% | 17 |
|
|
2023
Q3 | $1.36M | Buy |
+7,212
| New | +$1.36M | 0.81% | 17 |
|