Clarity Wealth 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 | $11.4M | Buy |
47,929
+716
| +2% | +$170K | 2.8% | 10 |
|
|
2025
Q1 | $10.5M | Buy |
47,213
+583
| +1% | +$129K | 2.9% | 10 |
|
|
2024
Q4 | $11.2M | Buy |
46,630
+2,101
| +5% | +$505K | 3.05% | 9 |
|
|
2024
Q3 | $10.6M | Buy |
44,529
+1,977
| +5% | +$469K | 3.07% | 9 |
|
|
2024
Q2 | $9.28M | Sell |
42,552
-721
| -2% | -$157K | 3% | 11 |
|
|
2024
Q1 | $9.89M | Buy |
43,273
+1,074
| +3% | +$246K | 3.34% | 8 |
|
|
2023
Q4 | $9M | Buy |
42,199
+1,251
| +3% | +$267K | 3.4% | 8 |
|
|
2023
Q3 | $7.74M | Buy |
40,948
+740
| +2% | +$140K | 3.51% | 8 |
|
|
2023
Q2 | $8M | Buy |
40,208
+441
| +1% | +$87.7K | 3.59% | 8 |
|
|
2023
Q1 | $7.54M | Buy |
39,767
+716
| +2% | +$136K | 3.84% | 8 |
|
|
2022
Q4 | $7.17M | Sell |
39,051
-518
| -1% | -$95.1K | 4.13% | 8 |
|
|
2022
Q3 | $6.76M | Buy |
39,569
+770
| +2% | +$132K | 4.07% | 8 |
|
|
2022
Q2 | $6.83M | Buy |
38,799
+665
| +2% | +$117K | 3.91% | 8 |
|
|
2022
Q1 | $8.1M | Buy |
38,134
+1,889
| +5% | +$401K | 3.85% | 9 |
|
|
2021
Q4 | $8.19M | Buy |
36,245
+1,166
| +3% | +$264K | 3.81% | 9 |
|
|
2021
Q3 | $7.67M | Buy |
35,079
+2,400
| +7% | +$525K | 3.78% | 10 |
|
|
2021
Q2 | $7.36M | Buy |
32,679
+1,913
| +6% | +$431K | 3.82% | 10 |
|
|
2021
Q1 | $6.59M | Buy |
30,766
+3,006
| +11% | +$643K | 3.75% | 9 |
|
|
2020
Q4 | $5.4M | Buy |
27,760
+2,721
| +11% | +$530K | 3.28% | 10 |
|
|
2020
Q3 | $3.85M | Buy |
25,039
+6,336
| +34% | +$974K | 2.76% | 11 |
|
|
2020
Q2 | $2.73M | Buy |
+18,703
| New | +$2.73M | 2.15% | 17 |
|