DFG
Delta Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $537K | Buy |
2,323
+43
| +2% | +$9.94K | 0.12% | 127 |
|
|
2024
Q4 | $548K | Buy |
+2,280
| New | +$548K | 0.13% | 123 |
|
|
2024
Q2 | – | Sell |
-2,024
| Closed | -$463K | – | 229 |
|
|
2024
Q1 | $463K | Buy |
2,024
+154
| +8% | +$35.2K | 0.14% | 128 |
|
|
2023
Q4 | $399K | Buy |
1,870
+247
| +15% | +$52.7K | 0.13% | 124 |
|
|
2023
Q3 | $307K | Buy |
+1,623
| New | +$307K | 0.11% | 144 |
|
|
2023
Q2 | – | Sell |
-1,574
| Closed | -$298K | – | 186 |
|
|
2023
Q1 | $298K | Buy |
+1,574
| New | +$298K | 0.12% | 128 |
|