DI
Disciplined Investments’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $972K | Sell |
4,100
-32
| -0.8% | -$7.58K | 0.41% | 55 |
|
|
2025
Q1 | $916K | Sell |
4,132
-12
| -0.3% | -$2.66K | 0.42% | 53 |
|
|
2024
Q4 | $996K | Buy |
4,144
+4
| +0.1% | +$961 | 0.49% | 53 |
|
|
2024
Q3 | $982K | Sell |
4,140
-51
| -1% | -$12.1K | 0.48% | 52 |
|
|
2024
Q2 | $914K | Buy |
4,191
+6
| +0.1% | +$1.31K | 0.49% | 53 |
|
|
2024
Q1 | $957K | Sell |
4,185
-18
| -0.4% | -$4.12K | 0.52% | 51 |
|
|
2023
Q4 | $897K | Sell |
4,203
-1,289
| -23% | -$275K | 0.53% | 57 |
|
|
2023
Q3 | $1.04M | Buy |
5,492
+44
| +0.8% | +$8.32K | 0.63% | 51 |
|
|
2023
Q2 | $1.08M | Sell |
5,448
-163
| -3% | -$32.4K | 0.58% | 51 |
|
|
2023
Q1 | $1.06M | Sell |
5,611
-141
| -2% | -$26.7K | 0.45% | 63 |
|
|
2022
Q4 | $1.06M | Buy |
5,752
+46
| +0.8% | +$8.44K | 0.52% | 52 |
|
|
2022
Q3 | $975K | Sell |
5,706
-47
| -0.8% | -$8.03K | 0.45% | 60 |
|
|
2022
Q2 | $1.01M | Sell |
5,753
-400
| -7% | -$70.4K | 0.46% | 55 |
|
|
2022
Q1 | $1.31M | Buy |
6,153
+2,866
| +87% | +$609K | 0.54% | 50 |
|
|
2021
Q4 | $743K | Sell |
3,287
-4
| -0.1% | -$904 | 0.33% | 68 |
|
|
2021
Q3 | $720K | Buy |
3,291
+32
| +1% | +$7K | 0.35% | 66 |
|
|
2021
Q2 | $734K | Sell |
3,259
-87
| -3% | -$19.6K | 0.38% | 66 |
|
|
2021
Q1 | $716K | Sell |
3,346
-706
| -17% | -$151K | 0.42% | 66 |
|
|
2020
Q4 | $789K | Buy |
4,052
+1,660
| +69% | +$323K | 0.53% | 49 |
|
|
2020
Q3 | $368K | Sell |
2,392
-209
| -8% | -$32.2K | 0.27% | 72 |
|
|
2020
Q2 | $379K | Buy |
2,601
+141
| +6% | +$20.5K | 0.29% | 69 |
|
|
2020
Q1 | $284K | Buy |
2,460
+1,417
| +136% | +$164K | 0.27% | 73 |
|
|
2019
Q4 | $173K | Buy |
+1,043
| New | +$173K | 0.15% | 91 |
|