FIC
Family Investment Center’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.2M | Sell |
26,161
-2,396
| -8% | -$568K | 1.4% | 18 |
|
|
2025
Q1 | $6.33M | Sell |
28,557
-2,251
| -7% | -$499K | 1.55% | 18 |
|
|
2024
Q4 | $7.4M | Sell |
30,808
-991
| -3% | -$238K | 1.88% | 18 |
|
|
2024
Q3 | $7.54M | Sell |
31,799
-620
| -2% | -$147K | 1.89% | 19 |
|
|
2024
Q2 | $7.07M | Sell |
32,419
-3,357
| -9% | -$732K | 2.11% | 18 |
|
|
2024
Q1 | $8.18M | Sell |
35,776
-5,043
| -12% | -$1.15M | 2.64% | 12 |
|
|
2023
Q4 | $8.71M | Sell |
40,819
-11,982
| -23% | -$2.56M | 4.38% | 6 |
|
|
2023
Q3 | $9.98M | Sell |
52,801
-46,441
| -47% | -$8.78M | 6.03% | 4 |
|
|
2023
Q2 | $19.7M | Buy |
99,242
+6,489
| +7% | +$1.29M | 12.63% | 3 |
|
|
2023
Q1 | $17.6M | Buy |
92,753
+5,810
| +7% | +$1.1M | 12.08% | 3 |
|
|
2022
Q4 | $16M | Buy |
+86,943
| New | +$16M | 11.64% | 3 |
|