Coordinated Financial 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
$2.88M Buy
12,174
+105
+0.9% +$24.9K 2% 6
2025
Q1
$2.68M Buy
12,069
+268
+2% +$59.4K 2.05% 7
2024
Q4
$2.84M Buy
+11,801
New +$2.84M 2.21% 5
2024
Q2
$2.54M Buy
11,644
+125
+1% +$27.3K 2.17% 6
2024
Q1
$2.63M Buy
+11,519
New +$2.63M 2.3% 6