Destination Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Buy |
1,786
+25
| +1% | +$5.93K | 0.01% | 190 |
|
|
2025
Q1 | $390K | Buy |
1,761
+7
| +0.4% | +$1.55K | 0.01% | 184 |
|
|
2024
Q4 | $421K | Sell |
1,754
-18
| -1% | -$4.33K | 0.01% | 171 |
|
|
2024
Q3 | $420K | Buy |
1,772
+665
| +60% | +$158K | 0.01% | 173 |
|
|
2024
Q2 | $241K | Buy |
+1,107
| New | +$241K | 0.01% | 184 |
|
|
2021
Q3 | – | Sell |
-1,362
| Closed | -$307K | – | 181 |
|
|
2021
Q2 | $307K | Buy |
+1,362
| New | +$307K | 0.01% | 156 |
|
|
2020
Q1 | – | Sell |
-1,721
| Closed | -$285K | – | 175 |
|
|
2019
Q4 | $285K | Buy |
+1,721
| New | +$285K | 0.01% | 136 |
|
|
2019
Q3 | – | Sell |
-424
| Closed | -$66K | – | 486 |
|
|
2019
Q2 | $66K | Buy |
424
+135
| +47% | +$21K | ﹤0.01% | 237 |
|
|
2019
Q1 | $44K | Sell |
289
-162
| -36% | -$24.7K | ﹤0.01% | 282 |
|
|
2018
Q4 | $60K | Hold |
451
| – | – | ﹤0.01% | 238 |
|
|
2018
Q3 | $73K | Buy |
451
+125
| +38% | +$20.2K | ﹤0.01% | 244 |
|
|
2018
Q2 | $51K | Sell |
326
-22
| -6% | -$3.44K | ﹤0.01% | 256 |
|
|
2018
Q1 | $51K | Buy |
+348
| New | +$51K | ﹤0.01% | 253 |
|