EnRich Financial Partners’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 | $274K | Hold |
1,156
| – | – | 0.08% | 52 |
|
|
2025
Q1 | $256K | Sell |
1,156
-14
| -1% | -$3.11K | 0.09% | 50 |
|
|
2024
Q4 | $281K | Sell |
1,170
-21
| -2% | -$5.05K | 0.09% | 45 |
|
|
2024
Q3 | $283K | Buy |
1,191
+191
| +19% | +$45.3K | 0.09% | 47 |
|
|
2024
Q2 | $218K | Hold |
1,000
| – | – | 0.08% | 52 |
|
|
2024
Q1 | $229K | Buy |
1,000
+2
| +0.2% | +$457 | 0.09% | 47 |
|
|
2023
Q4 | $213K | Buy |
+998
| New | +$213K | 0.09% | 50 |
|