Copperleaf Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,171
| Closed | -$250K | – | 96 |
|
|
2023
Q4 | $250K | Sell |
1,171
-277
| -19% | -$59.1K | 0.25% | 70 |
|
|
2023
Q3 | $274K | Sell |
1,448
-509
| -26% | -$96.2K | 0.3% | 67 |
|
|
2023
Q2 | $389K | Sell |
1,957
-347
| -15% | -$69K | 0.36% | 57 |
|
|
2023
Q1 | $437K | Buy |
+2,304
| New | +$437K | 0.43% | 50 |
|