Financial Connections Group’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 | $61K | Sell |
258
-464
| -64% | -$110K | 0.03% | 97 |
|
2025
Q1 | $158K | Buy |
722
+451
| +166% | +$98.7K | 0.07% | 65 |
|
2024
Q4 | $65K | Hold |
271
| – | – | 0.03% | 84 |
|
2024
Q3 | $64K | Sell |
271
-50
| -16% | -$11.8K | 0.03% | 83 |
|
2024
Q2 | $70K | Buy |
+321
| New | +$70K | 0.04% | 82 |
|
2024
Q1 | – | Sell |
-472
| Closed | -$100K | – | 258 |
|
2023
Q4 | $100K | Buy |
+472
| New | +$100K | 0.06% | 78 |
|
2023
Q3 | – | Sell |
-422
| Closed | -$83K | – | 227 |
|
2023
Q2 | $83K | Hold |
422
| – | – | 0.05% | 89 |
|
2023
Q1 | $79K | Hold |
422
| – | – | 0.06% | 73 |
|
2022
Q4 | $77K | Buy |
422
+124
| +42% | +$22.6K | 0.06% | 71 |
|
2022
Q3 | $50K | Hold |
298
| – | – | 0.04% | 77 |
|
2022
Q2 | $52K | Buy |
298
+151
| +103% | +$26.3K | 0.05% | 97 |
|
2022
Q1 | $31K | Hold |
147
| – | – | 0.03% | 127 |
|
2021
Q4 | $33K | Buy |
+147
| New | +$33K | 0.03% | 126 |
|