Fiduciary Family Office’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 | $2.33M | Sell |
9,851
-3,858
| -28% | -$914K | 0.76% | 22 |
|
|
2025
Q1 | $3.04M | Buy |
+13,709
| New | +$3.04M | 1.01% | 12 |
|
|
2024
Q4 | – | Sell |
-14,869
| Closed | -$3.53M | – | 226 |
|
|
2024
Q3 | $3.53M | Hold |
14,869
| – | – | 1.16% | 7 |
|
|
2024
Q2 | $3.24M | Hold |
14,869
| – | – | 1.28% | 7 |
|
|
2024
Q1 | $3.4M | Buy |
14,869
+5,090
| +52% | +$1.16M | 1.33% | 9 |
|
|
2023
Q4 | $2.09M | Buy |
+9,779
| New | +$2.09M | 0.91% | 15 |
|