Family Wealth Partners’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 | $6.53M | Sell |
27,575
-1,399
| -5% | -$332K | 2.62% | 13 |
|
|
2025
Q1 | $6.43M | Sell |
28,974
-481
| -2% | -$107K | 2.93% | 12 |
|
|
2024
Q4 | $7.08M | Buy |
29,455
+521
| +2% | +$125K | 3.36% | 11 |
|
|
2024
Q3 | $6.86M | Sell |
28,934
-408
| -1% | -$96.8K | 3.51% | 5 |
|
|
2024
Q2 | $6.4M | Buy |
29,342
+3,315
| +13% | +$723K | 3.32% | 5 |
|
|
2024
Q1 | $5.95M | Sell |
26,027
-2,771
| -10% | -$633K | 3.37% | 5 |
|
|
2023
Q4 | $6.14M | Buy |
+28,798
| New | +$6.14M | 4.74% | 4 |
|