EFN
Equita Financial Network’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,827
| Closed | -$405K | – | 86 |
|
|
2025
Q1 | $405K | Sell |
1,827
-118
| -6% | -$26.2K | 0.14% | 64 |
|
|
2024
Q4 | $467K | Buy |
1,945
+2
| +0.1% | +$481 | 0.17% | 59 |
|
|
2024
Q3 | $461K | Buy |
1,943
+1
| +0.1% | +$237 | 0.17% | 58 |
|
|
2024
Q2 | $424K | Buy |
1,942
+175
| +10% | +$38.2K | 0.18% | 59 |
|
|
2024
Q1 | $404K | Buy |
1,767
+791
| +81% | +$181K | 0.18% | 55 |
|
|
2023
Q4 | $208K | Buy |
+976
| New | +$208K | 0.11% | 62 |
|