Consultiva 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 | $1.06M | Hold |
4,459
| – | – | 3.26% | 7 |
|
|
2025
Q1 | $989K | Hold |
4,459
| – | – | 3.4% | 8 |
|
|
2024
Q4 | $1.07M | Sell |
4,459
-194
| -4% | -$46.6K | 5.37% | 4 |
|
|
2024
Q3 | $1.1M | Hold |
4,653
| – | – | 8.78% | 4 |
|
|
2024
Q2 | $1.01M | Sell |
4,653
-157
| -3% | -$34.2K | 9.24% | 5 |
|
|
2024
Q1 | $1.1M | Buy |
+4,810
| New | +$1.1M | 10.3% | 4 |
|
|
2023
Q3 | $61.7K | Buy |
326
+86
| +36% | +$16.3K | 1.58% | 11 |
|
|
2023
Q2 | $47.8K | Buy |
240
+1
| +0.4% | +$199 | 1.21% | 12 |
|
|
2023
Q1 | $45.5K | Hold |
239
| – | – | 1.17% | 12 |
|
|
2022
Q4 | $43.9K | Buy |
239
+1
| +0.4% | +$184 | 1.14% | 13 |
|
|
2022
Q3 | $41K | Hold |
238
| – | – | 1.15% | 14 |
|
|
2022
Q2 | $42K | Buy |
238
+1
| +0.4% | +$176 | 1.18% | 15 |
|
|
2022
Q1 | $50K | Hold |
237
| – | – | 1.2% | 13 |
|
|
2021
Q4 | $53K | Buy |
237
+1
| +0.4% | +$224 | 1.21% | 14 |
|
|
2021
Q3 | $52K | Buy |
+236
| New | +$52K | 1.2% | 14 |
|
|
2021
Q1 | $50K | Hold |
235
| – | – | 1.08% | 19 |
|
|
2020
Q4 | $46K | Buy |
+235
| New | +$46K | 1.07% | 21 |
|
|
2019
Q2 | $53K | Buy |
+235
| New | +$53K | 1.08% | 19 |
|