Dogwood Wealth Management’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 | $1.42M | Sell |
5,864
-68
| -1% | -$16.4K | 0.69% | 34 |
|
|
2025
Q1 | $1.32M | Hold |
5,932
| – | – | 0.69% | 36 |
|
|
2024
Q4 | $1.43M | Hold |
5,932
| – | – | 0.75% | 35 |
|
|
2024
Q3 | $1.41M | Buy |
5,932
+1
| +0% | +$237 | 0.81% | 33 |
|
|
2024
Q2 | $1.29M | Sell |
5,931
-7
| -0.1% | -$1.53K | 0.8% | 32 |
|
|
2024
Q1 | $1.36M | Sell |
5,938
-13
| -0.2% | -$2.97K | 0.92% | 26 |
|
|
2023
Q4 | $1.27M | Buy |
+5,951
| New | +$1.27M | 0.99% | 26 |
|