Elwood & Goetz Wealth Advisory Group’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 | $2.82M | Buy |
11,917
+2,296
| +24% | +$544K | 0.61% | 22 |
|
|
2025
Q1 | $2.13M | Sell |
9,621
-63
| -0.7% | -$14K | 0.52% | 24 |
|
|
2024
Q4 | $2.33M | Buy |
9,684
+64
| +0.7% | +$15.4K | 0.57% | 20 |
|
|
2024
Q3 | $2.28M | Sell |
9,620
-52
| -0.5% | -$12.3K | 0.57% | 20 |
|
|
2024
Q2 | $2.11M | Sell |
9,672
-755
| -7% | -$165K | 0.6% | 18 |
|
|
2024
Q1 | $2.38M | Sell |
10,427
-103
| -1% | -$23.5K | 0.58% | 23 |
|
|
2023
Q4 | $2.25M | Buy |
10,530
+72
| +0.7% | +$15.4K | 0.47% | 28 |
|
|
2023
Q3 | $1.98M | Buy |
10,458
+451
| +5% | +$85.3K | 0.46% | 28 |
|
|
2023
Q2 | $1.99M | Hold |
10,007
| – | – | 0.45% | 27 |
|
|
2023
Q1 | $1.9M | Sell |
10,007
-53
| -0.5% | -$10K | 0.45% | 27 |
|
|
2022
Q4 | $1.85M | Sell |
10,060
-104
| -1% | -$19.1K | 0.56% | 25 |
|
|
2022
Q3 | $1.74M | Sell |
10,164
-12
| -0.1% | -$2.05K | 0.59% | 26 |
|
|
2022
Q2 | $1.79M | Sell |
10,176
-541
| -5% | -$95.3K | 0.6% | 26 |
|
|
2022
Q1 | $2.28M | Buy |
10,717
+232
| +2% | +$49.3K | 0.71% | 19 |
|
|
2021
Q4 | $2.37M | Buy |
10,485
+43
| +0.4% | +$9.72K | 0.74% | 18 |
|
|
2021
Q3 | $2.28M | Sell |
10,442
-76
| -0.7% | -$16.6K | 0.79% | 17 |
|
|
2021
Q2 | $2.37M | Sell |
10,518
-986
| -9% | -$222K | 0.89% | 15 |
|
|
2021
Q1 | $2.46M | Sell |
11,504
-345
| -3% | -$73.9K | 1.02% | 15 |
|
|
2020
Q4 | $2.31M | Sell |
11,849
-293
| -2% | -$57K | 1.05% | 15 |
|
|
2020
Q3 | $1.87M | Buy |
12,142
+704
| +6% | +$108K | 1.01% | 15 |
|
|
2020
Q2 | $1.67M | Buy |
11,438
+9,347
| +447% | +$1.36M | 1.02% | 14 |
|
|
2020
Q1 | $241K | Buy |
+2,091
| New | +$241K | 0.18% | 27 |
|