DA
Detalus Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Sell |
1,241
-20
| -2% | -$4.74K | 0.09% | 131 |
|
|
2025
Q1 | $280K | Sell |
1,261
-163
| -11% | -$36.2K | 0.09% | 128 |
|
|
2024
Q4 | $342K | Buy |
1,424
+47
| +3% | +$11.3K | 0.11% | 99 |
|
|
2024
Q3 | $327K | Buy |
1,377
+47
| +4% | +$11.2K | 0.11% | 108 |
|
|
2024
Q2 | $290K | Sell |
1,330
-16
| -1% | -$3.49K | 0.1% | 113 |
|
|
2024
Q1 | $308K | Buy |
1,346
+20
| +2% | +$4.57K | 0.11% | 110 |
|
|
2023
Q4 | $283K | Buy |
1,326
+157
| +13% | +$33.5K | 0.11% | 112 |
|
|
2023
Q3 | $221K | Sell |
1,169
-32
| -3% | -$6.05K | 0.1% | 122 |
|
|
2023
Q2 | $239K | Buy |
+1,201
| New | +$239K | 0.11% | 123 |
|