EFG
Embree Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Sell |
8,800
-320
| -4% | -$75.8K | 0.31% | 58 |
|
|
2025
Q1 | $2.02M | Sell |
9,120
-967
| -10% | -$214K | 0.34% | 62 |
|
|
2024
Q4 | $2.42M | Sell |
10,087
-169
| -2% | -$40.6K | 0.41% | 49 |
|
|
2024
Q3 | $2.43M | Buy |
10,256
+147
| +1% | +$34.9K | 0.43% | 50 |
|
|
2024
Q2 | $2.2M | Sell |
10,109
-402
| -4% | -$87.7K | 0.42% | 51 |
|
|
2024
Q1 | $2.4M | Sell |
10,511
-1,358
| -11% | -$310K | 0.47% | 48 |
|
|
2023
Q4 | $2.53M | Buy |
+11,869
| New | +$2.53M | 0.53% | 47 |
|