Family 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 | $35.5K | Sell |
150
-3
| -2% | -$711 | 0.01% | 199 |
|
|
2025
Q1 | $33.9K | Buy |
153
+3
| +2% | +$665 | 0.01% | 183 |
|
|
2024
Q4 | $36K | Hold |
150
| – | – | 0.01% | 169 |
|
|
2024
Q3 | $35.6K | Hold |
150
| – | – | 0.01% | 174 |
|
|
2024
Q2 | $32.7K | Hold |
150
| – | – | 0.01% | 158 |
|
|
2024
Q1 | $34.3K | Hold |
150
| – | – | 0.01% | 161 |
|
|
2023
Q4 | $32K | Hold |
150
| – | – | 0.01% | 154 |
|
|
2023
Q3 | $28.4K | Hold |
150
| – | – | 0.01% | 144 |
|
|
2023
Q2 | $29.8K | Hold |
150
| – | – | 0.01% | 152 |
|
|
2023
Q1 | $28.4K | Hold |
150
| – | – | 0.01% | 139 |
|
|
2022
Q4 | $27.5K | Hold |
150
| – | – | 0.01% | 156 |
|
|
2022
Q3 | $26K | Hold |
150
| – | – | 0.01% | 145 |
|
|
2022
Q2 | $26K | Buy |
+150
| New | +$26K | 0.01% | 158 |
|
|
2021
Q1 | – | Sell |
-60
| Closed | -$12K | – | 182 |
|
|
2020
Q4 | $12K | Buy |
+60
| New | +$12K | ﹤0.01% | 167 |
|
|
2020
Q3 | – | Sell |
-175
| Closed | -$26K | – | 165 |
|
|
2020
Q2 | $26K | Sell |
175
-330
| -65% | -$49K | 0.01% | 151 |
|
|
2020
Q1 | $58K | Sell |
505
-330
| -40% | -$37.9K | 0.03% | 146 |
|
|
2019
Q4 | $138K | Buy |
835
+48
| +6% | +$7.93K | 0.05% | 158 |
|
|
2019
Q3 | $121K | Buy |
787
+58
| +8% | +$8.92K | 0.05% | 144 |
|
|
2019
Q2 | $114K | Buy |
+729
| New | +$114K | 0.04% | 141 |
|