Clayton Financial Group’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 | $450K | Sell |
1,900
-17,516
| -90% | -$4.15M | 0.54% | 20 |
|
|
2025
Q1 | $4.31M | Buy |
19,416
+292
| +2% | +$64.8K | 1.58% | 17 |
|
|
2024
Q4 | $4.6M | Buy |
19,124
+340
| +2% | +$81.7K | 1.66% | 16 |
|
|
2024
Q3 | $4.46M | Buy |
18,784
+1,072
| +6% | +$254K | 1.67% | 16 |
|
|
2024
Q2 | $4.05M | Buy |
17,712
+591
| +3% | +$135K | 1.75% | 16 |
|
|
2024
Q1 | $3.91M | Buy |
17,121
+1,879
| +12% | +$430K | 1.78% | 16 |
|
|
2023
Q4 | $3.25M | Buy |
+15,242
| New | +$3.25M | 2.02% | 16 |
|