DiNuzzo Private Wealth’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 | $826K | Hold |
3,864
| – | – | 0.1% | 38 |
|
|
2025
Q1 | $781K | Hold |
3,864
| – | – | 0.1% | 37 |
|
|
2024
Q4 | $839K | Sell |
3,864
-1,228
| -24% | -$267K | 0.11% | 38 |
|
|
2024
Q3 | $1.11M | Buy |
5,092
+4,574
| +883% | +$994K | 0.14% | 35 |
|
|
2024
Q2 | $100K | Buy |
518
+26
| +5% | +$5.02K | 0.01% | 69 |
|
|
2024
Q1 | $99.2K | Hold |
492
| – | – | 0.01% | 69 |
|
|
2023
Q4 | $92.9K | Buy |
+492
| New | +$92.9K | 0.01% | 66 |
|