Christensen King & Associates Investment Services’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 | $448K | Sell |
1,889
-162
| -8% | -$38.4K | 0.21% | 61 |
|
|
2025
Q1 | $472K | Sell |
2,051
-66
| -3% | -$15.2K | 0.22% | 59 |
|
|
2024
Q4 | $516K | Buy |
2,117
+1
| +0% | +$244 | 0.24% | 55 |
|
|
2024
Q3 | $502K | Sell |
2,116
-39
| -2% | -$9.25K | 0.24% | 54 |
|
|
2024
Q2 | $470K | Hold |
2,155
| – | – | 0.23% | 58 |
|
|
2024
Q1 | $493K | Sell |
2,155
-27
| -1% | -$6.17K | 0.25% | 55 |
|
|
2023
Q4 | $466K | Buy |
+2,182
| New | +$466K | 0.25% | 55 |
|