CVA Family Office’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 | $150K | Hold |
634
| – | – | 0.02% | 337 |
|
|
2025
Q1 | $141K | Sell |
634
-799
| -56% | -$177K | 0.02% | 336 |
|
|
2024
Q4 | $344K | Hold |
1,433
| – | – | 0.05% | 198 |
|
|
2024
Q3 | $340K | Sell |
1,433
-424
| -23% | -$101K | 0.06% | 188 |
|
|
2024
Q2 | $405K | Sell |
1,857
-230
| -11% | -$50.2K | 0.07% | 161 |
|
|
2024
Q1 | $477K | Hold |
2,087
| – | – | 0.09% | 151 |
|
|
2023
Q4 | $445K | Sell |
2,087
-732
| -26% | -$156K | 0.09% | 142 |
|
|
2023
Q3 | $533K | Hold |
2,819
| – | – | 0.12% | 121 |
|
|
2023
Q2 | $561K | Hold |
2,819
| – | – | 0.12% | 122 |
|
|
2023
Q1 | $534K | Hold |
2,819
| – | – | 0.12% | 119 |
|
|
2022
Q4 | $517K | Sell |
2,819
-45
| -2% | -$8.26K | 0.13% | 111 |
|
|
2022
Q3 | $489K | Sell |
2,864
-322
| -10% | -$55K | 0.13% | 107 |
|
|
2022
Q2 | $561K | Sell |
3,186
-120
| -4% | -$21.1K | 0.15% | 95 |
|
|
2022
Q1 | $703K | Hold |
3,306
| – | – | 0.17% | 86 |
|
|
2021
Q4 | $747K | Buy |
3,306
+188
| +6% | +$42.5K | 0.19% | 79 |
|
|
2021
Q3 | $480K | Sell |
3,118
-188
| -6% | -$28.9K | 0.35% | 50 |
|
|
2021
Q2 | $745K | Buy |
3,306
+138
| +4% | +$31.1K | 0.21% | 70 |
|
|
2021
Q1 | $678K | Hold |
3,168
| – | – | 0.26% | 57 |
|
|
2020
Q4 | $617K | Buy |
3,168
+50
| +2% | +$9.74K | 0.38% | 47 |
|
|
2020
Q3 | $480K | Buy |
3,118
+787
| +34% | +$121K | 0.35% | 50 |
|
|
2020
Q2 | $340K | Buy |
+2,331
| New | +$340K | 0.28% | 61 |
|