DecisionPoint Financial’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 | $2.09M | Buy |
8,738
+6,539
| +297% | +$1.57M | 0.53% | 19 |
|
|
2025
Q1 | $488K | Buy |
2,199
+293
| +15% | +$65K | 0.14% | 30 |
|
|
2024
Q4 | $458K | Sell |
1,906
-15
| -0.8% | -$3.6K | 0.14% | 30 |
|
|
2024
Q3 | $456K | Buy |
1,921
+12
| +0.6% | +$2.85K | 0.14% | 30 |
|
|
2024
Q2 | $446K | Sell |
1,909
-83
| -4% | -$19.4K | 0.15% | 31 |
|
|
2024
Q1 | $431K | Sell |
1,992
-75
| -4% | -$16.2K | 0.17% | 27 |
|
|
2023
Q4 | $441K | Sell |
2,067
-131
| -6% | -$27.9K | 0.19% | 28 |
|
|
2023
Q3 | $416K | Sell |
2,198
-165
| -7% | -$31.2K | 0.22% | 24 |
|
|
2023
Q2 | $470K | Sell |
2,363
-1,573
| -40% | -$313K | 0.24% | 23 |
|
|
2023
Q1 | $746K | Sell |
3,936
-149
| -4% | -$28.2K | 0.43% | 18 |
|
|
2022
Q4 | $750K | Buy |
+4,085
| New | +$750K | 0.46% | 18 |
|