FI
Financial Insights’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.27M | Buy |
22,218
+1,533
| +7% | +$363K | 1.92% | 11 |
|
|
2025
Q1 | $4.59M | Buy |
20,685
+420
| +2% | +$93.1K | 1.83% | 13 |
|
|
2024
Q4 | $4.87M | Buy |
20,265
+522
| +3% | +$125K | 1.81% | 14 |
|
|
2024
Q3 | $4.68M | Buy |
19,743
+1,582
| +9% | +$375K | 1.48% | 17 |
|
|
2024
Q2 | $3.96M | Buy |
18,161
+2,272
| +14% | +$495K | 1.1% | 21 |
|
|
2024
Q1 | $3.63M | Sell |
15,889
-2,103
| -12% | -$481K | 1.01% | 21 |
|
|
2023
Q4 | $3.84M | Sell |
17,992
-1,572
| -8% | -$335K | 1.2% | 19 |
|
|
2023
Q3 | $3.48M | Sell |
19,564
-1,014
| -5% | -$181K | 1.24% | 17 |
|
|
2023
Q2 | $4.09M | Buy |
20,578
+3,533
| +21% | +$703K | 1.5% | 13 |
|
|
2023
Q1 | $3.23M | Buy |
17,045
+3,269
| +24% | +$620K | 1.32% | 16 |
|
|
2022
Q4 | $2.53M | Buy |
13,776
+4,814
| +54% | +$884K | 1.2% | 20 |
|
|
2022
Q3 | $1.53M | Buy |
8,962
+3,917
| +78% | +$670K | 1.03% | 25 |
|
|
2022
Q2 | $888K | Sell |
5,045
-433
| -8% | -$76.2K | 0.9% | 29 |
|
|
2022
Q1 | $1.16M | Buy |
5,478
+44
| +0.8% | +$9.35K | 1.07% | 26 |
|
|
2021
Q4 | $1.23M | Sell |
5,434
-159
| -3% | -$35.9K | 1.06% | 24 |
|
|
2021
Q3 | $1.22M | Sell |
5,593
-172
| -3% | -$37.6K | 1.12% | 24 |
|
|
2021
Q2 | $13M | Sell |
5,765
-155
| -3% | -$349K | 1.08% | 22 |
|
|
2021
Q1 | $1.27M | Buy |
5,920
+504
| +9% | +$108K | 0.94% | 24 |
|
|
2020
Q4 | $1.05M | Sell |
5,416
-92
| -2% | -$17.9K | 0.82% | 24 |
|
|
2020
Q3 | $847K | Sell |
5,508
-2,614
| -32% | -$402K | 0.72% | 24 |
|
|
2020
Q2 | $878 | Sell |
8,122
-832
| -9% | -$90 | 0.78% | 24 |
|
|
2020
Q1 | $1.03M | Buy |
8,954
+564
| +7% | +$65.1K | 1.09% | 20 |
|
|
2019
Q4 | $1.39M | Sell |
8,390
-505
| -6% | -$83.7K | 1.22% | 19 |
|
|
2019
Q3 | $1.37M | Sell |
8,895
-466
| -5% | -$71.7K | 1.31% | 16 |
|
|
2019
Q2 | $1.42M | Sell |
9,361
-254
| -3% | -$38.4K | 1.44% | 16 |
|
|
2019
Q1 | $1.52M | Sell |
9,615
-274
| -3% | -$43.4K | 1.59% | 14 |
|
|
2018
Q4 | $1.46M | Buy |
+9,889
| New | +$1.46M | 1.63% | 13 |
|