DACG
Donor Advised Charitable Giving’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $372K | Hold |
1,571
| – | – | 0.01% | 34 |
|
2025
Q1 | $348K | Hold |
1,571
| – | – | 0.01% | 34 |
|
2024
Q4 | $377K | Hold |
1,571
| – | – | 0.01% | 32 |
|
2024
Q3 | $373K | Hold |
1,571
| – | – | 0.01% | 29 |
|
2024
Q2 | $343K | Hold |
1,571
| – | – | 0.01% | 31 |
|
2024
Q1 | $359K | Hold |
1,571
| – | – | 0.01% | 27 |
|
2023
Q4 | $335K | Hold |
1,571
| – | – | 0.02% | 28 |
|
2023
Q3 | $297K | Hold |
1,571
| – | – | 0.02% | 19 |
|
2023
Q2 | $312K | Sell |
1,571
-42
| -3% | -$8.35K | 0.02% | 21 |
|
2023
Q1 | $306K | Hold |
1,613
| – | – | 0.03% | 36 |
|
2022
Q4 | $296K | Hold |
1,613
| – | – | 0.05% | 37 |
|
2022
Q3 | $276K | Hold |
1,613
| – | – | 0.06% | 33 |
|
2022
Q2 | $284K | Hold |
1,613
| – | – | 0.05% | 33 |
|
2022
Q1 | $343K | Hold |
1,613
| – | – | 0.04% | 37 |
|
2021
Q4 | $365K | Sell |
1,613
-3,447
| -68% | -$780K | 0.04% | 29 |
|
2021
Q3 | $1.11M | Buy |
5,060
+398
| +9% | +$87K | 0.2% | 19 |
|
2021
Q2 | $1.05M | Buy |
4,662
+786
| +20% | +$177K | 0.12% | 71 |
|
2021
Q1 | $830K | Buy |
3,876
+414
| +12% | +$88.7K | 0.09% | 71 |
|
2020
Q4 | $674K | Buy |
3,462
+27
| +0.8% | +$5.26K | 0.09% | 73 |
|
2020
Q3 | $528K | Buy |
3,435
+8
| +0.2% | +$1.23K | 0.15% | 24 |
|
2020
Q2 | $499K | Buy |
3,427
+42
| +1% | +$6.12K | 0.19% | 16 |
|
2020
Q1 | $391K | Buy |
3,385
+14
| +0.4% | +$1.62K | 0.2% | 21 |
|
2019
Q4 | $558K | Buy |
3,371
+18
| +0.5% | +$2.98K | 0.3% | 17 |
|
2019
Q3 | $516K | Buy |
3,353
+20
| +0.6% | +$3.08K | 0.4% | 19 |
|
2019
Q2 | $522K | Buy |
3,333
+10
| +0.3% | +$1.57K | 0.42% | 20 |
|
2019
Q1 | $508K | Buy |
+3,323
| New | +$508K | 0.43% | 16 |
|