Financial Gravity Asset Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $29.7K | Buy |
+134
| New | +$29.7K | 0.01% | 411 |
|
|
2024
Q2 | $90.1K | Sell |
338
-797
| -70% | -$212K | 0.02% | 199 |
|
|
2024
Q1 | $250K | Buy |
1,135
+503
| +80% | +$111K | 0.03% | 171 |
|
|
2023
Q4 | $135K | Buy |
+632
| New | +$135K | ﹤0.01% | 523 |
|
|
2019
Q4 | – | Sell |
-41
| Closed | -$6K | – | 1727 |
|
|
2019
Q3 | $6K | Hold |
41
| – | – | 0.01% | 676 |
|
|
2019
Q2 | $6K | Hold |
41
| – | – | ﹤0.01% | 667 |
|
|
2019
Q1 | $6K | Buy |
+41
| New | +$6K | ﹤0.01% | 659 |
|
|
2018
Q3 | $6K | Buy |
41
+21
| +105% | +$3.07K | 0.01% | 703 |
|
|
2018
Q2 | $3K | Sell |
20
-379
| -95% | -$56.9K | ﹤0.01% | 922 |
|
|
2018
Q1 | $59K | Buy |
+399
| New | +$59K | 0.06% | 270 |
|