Financial Advisory 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 | $3.51M | Buy |
14,803
+358
| +2% | +$84.8K | 1.1% | 32 |
|
|
2025
Q1 | $3.2M | Sell |
14,445
-1,754
| -11% | -$389K | 1.07% | 39 |
|
|
2024
Q4 | $3.89M | Buy |
16,199
+380
| +2% | +$91.3K | 1.29% | 27 |
|
|
2024
Q3 | $3.75M | Buy |
15,819
+391
| +3% | +$92.7K | 1.25% | 32 |
|
|
2024
Q2 | $3.36M | Buy |
15,428
+1,162
| +8% | +$253K | 1.26% | 33 |
|
|
2024
Q1 | $3.26M | Sell |
14,266
-2,413
| -14% | -$552K | 1.26% | 37 |
|
|
2023
Q4 | $3.56M | Buy |
16,679
+1,018
| +7% | +$217K | 1.29% | 41 |
|
|
2023
Q3 | $2.96M | Buy |
15,661
+234
| +2% | +$44.2K | 1.19% | 42 |
|
|
2023
Q2 | $3.07M | Sell |
15,427
-117
| -0.8% | -$23.3K | 1.18% | 44 |
|
|
2023
Q1 | $2.95M | Sell |
15,544
-151
| -1% | -$28.6K | 1.17% | 44 |
|
|
2022
Q4 | $2.88M | Sell |
15,695
-345
| -2% | -$63.3K | 1.19% | 44 |
|
|
2022
Q3 | $2.74M | Buy |
16,040
+70
| +0.4% | +$12K | 1.19% | 44 |
|
|
2022
Q2 | $2.81M | Buy |
15,970
+420
| +3% | +$74K | 1.16% | 46 |
|
|
2022
Q1 | $3.3M | Buy |
15,550
+2,258
| +17% | +$480K | 1.22% | 45 |
|
|
2021
Q4 | $3M | Buy |
+13,292
| New | +$3M | 1.1% | 47 |
|