Dynasty 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 | $7.98M | Sell |
33,691
-1,175
| -3% | -$278K | 0.14% | 47 |
|
|
2025
Q1 | $7.73M | Buy |
34,866
+1,051
| +3% | +$233K | 0.13% | 50 |
|
|
2024
Q4 | $8.12M | Buy |
33,815
+297
| +0.9% | +$71.4K | 0.14% | 50 |
|
|
2024
Q3 | $7.95M | Buy |
33,518
+529
| +2% | +$125K | 0.24% | 35 |
|
|
2024
Q2 | $7.19M | Buy |
32,989
+2,379
| +8% | +$519K | 0.21% | 40 |
|
|
2024
Q1 | $7M | Buy |
+30,610
| New | +$7M | 0.22% | 36 |
|
|
2018
Q4 | – | Sell |
-1,473
| Closed | -$239K | – | 100 |
|
|
2018
Q3 | $239K | Buy |
1,473
+74
| +5% | +$12K | 0.31% | 98 |
|
|
2018
Q2 | $218K | Buy |
+1,399
| New | +$218K | 0.45% | 62 |
|