Family CFO’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 | $733K | Buy |
3,094
+120
| +4% | +$28.4K | 0.37% | 26 |
|
|
2025
Q1 | $659K | Hold |
2,974
| – | – | 0.36% | 24 |
|
|
2024
Q4 | $715K | Buy |
2,974
+118
| +4% | +$28.4K | 0.39% | 24 |
|
|
2024
Q3 | $677K | Buy |
2,856
+32
| +1% | +$7.59K | 0.38% | 24 |
|
|
2024
Q2 | $616K | Hold |
2,824
| – | – | 0.38% | 24 |
|
|
2024
Q1 | $646K | Hold |
2,824
| – | – | 0.4% | 23 |
|
|
2023
Q4 | $602K | Buy |
2,824
+106
| +4% | +$22.6K | 0.39% | 24 |
|
|
2023
Q3 | $514K | Buy |
2,718
+42
| +2% | +$7.94K | 0.37% | 24 |
|
|
2023
Q2 | $532K | Buy |
2,676
+152
| +6% | +$30.2K | 0.38% | 24 |
|
|
2023
Q1 | $478K | Hold |
2,524
| – | – | 0.36% | 24 |
|
|
2022
Q4 | $463K | Hold |
2,524
| – | – | 0.42% | 22 |
|
|
2022
Q3 | $431K | Hold |
2,524
| – | – | 0.46% | 20 |
|
|
2022
Q2 | $445K | Hold |
2,524
| – | – | 0.49% | 21 |
|
|
2022
Q1 | $536K | Hold |
2,524
| – | – | 0.54% | 20 |
|
|
2021
Q4 | $570K | Buy |
+2,524
| New | +$570K | 0.55% | 19 |
|