Evergreen Capital 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 | $9.04M | Buy |
38,014
+797
| +2% | +$190K | 0.27% | 101 |
|
|
2025
Q1 | $8.25M | Sell |
37,217
-500
| -1% | -$111K | 0.28% | 102 |
|
|
2024
Q4 | $9.06M | Sell |
37,717
-1,261
| -3% | -$303K | 0.3% | 91 |
|
|
2024
Q3 | $9.27M | Buy |
38,978
+998
| +3% | +$237K | 0.31% | 90 |
|
|
2024
Q2 | $8.31M | Buy |
37,980
+2,283
| +6% | +$500K | 0.3% | 93 |
|
|
2024
Q1 | $8.16M | Buy |
35,697
+4,428
| +14% | +$1.01M | 0.31% | 89 |
|
|
2023
Q4 | $6.67M | Sell |
31,269
-1,948
| -6% | -$416K | 0.27% | 109 |
|
|
2023
Q3 | $6.28M | Buy |
33,217
+5,986
| +22% | +$1.13M | 0.28% | 110 |
|
|
2023
Q2 | $5.42M | Buy |
27,231
+1,341
| +5% | +$267K | 0.23% | 128 |
|
|
2023
Q1 | $4.91M | Buy |
25,890
+680
| +3% | +$129K | 0.22% | 129 |
|
|
2022
Q4 | $4.63M | Sell |
25,210
-637
| -2% | -$117K | 0.22% | 132 |
|
|
2022
Q3 | $4.42M | Sell |
25,847
-1,158
| -4% | -$198K | 0.23% | 124 |
|
|
2022
Q2 | $4.76M | Sell |
27,005
-5,127
| -16% | -$903K | 0.25% | 114 |
|
|
2022
Q1 | $6.83M | Buy |
32,132
+1,052
| +3% | +$224K | 0.28% | 105 |
|
|
2021
Q4 | $7.02M | Buy |
31,080
+2,820
| +10% | +$637K | 0.28% | 94 |
|
|
2021
Q3 | $6.18M | Buy |
28,260
+3,927
| +16% | +$859K | 0.28% | 96 |
|
|
2021
Q2 | $5.48M | Buy |
24,333
+4,453
| +22% | +$1M | 0.26% | 100 |
|
|
2021
Q1 | $4.26M | Buy |
19,880
+5,477
| +38% | +$1.17M | 0.22% | 115 |
|
|
2020
Q4 | $2.8M | Buy |
14,403
+4,273
| +42% | +$832K | 0.16% | 137 |
|
|
2020
Q3 | $1.56M | Sell |
10,130
-1,933
| -16% | -$297K | 0.11% | 171 |
|
|
2020
Q2 | $1.76M | Buy |
12,063
+147
| +1% | +$21.4K | 0.13% | 153 |
|
|
2020
Q1 | $1.38M | Buy |
11,916
+43
| +0.4% | +$4.97K | 0.13% | 140 |
|
|
2019
Q4 | $1.97M | Sell |
11,873
-5,965
| -33% | -$988K | 0.16% | 123 |
|
|
2019
Q3 | $2.75M | Buy |
17,838
+95
| +0.5% | +$14.6K | 0.26% | 86 |
|
|
2019
Q2 | $2.78M | Buy |
17,743
+40
| +0.2% | +$6.27K | 0.27% | 88 |
|
|
2019
Q1 | $2.71M | Sell |
17,703
-2
| -0% | -$306 | 0.27% | 91 |
|
|
2018
Q4 | $2.34M | Buy |
17,705
+200
| +1% | +$26.4K | 0.24% | 97 |
|
|
2018
Q3 | $2.85M | Buy |
17,505
+15,942
| +1,020% | +$2.59M | 0.25% | 93 |
|
|
2018
Q2 | $243K | Hold |
1,563
| – | – | 0.02% | 310 |
|
|
2018
Q1 | $230K | Buy |
+1,563
| New | +$230K | 0.02% | 308 |
|