Forum Financial Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $293K | Sell |
1,235
-35
| -3% | -$8.29K | ﹤0.01% | 683 |
|
|
2025
Q1 | $282K | Buy |
1,270
+175
| +16% | +$38.8K | ﹤0.01% | 622 |
|
|
2024
Q4 | $263K | Buy |
1,095
+81
| +8% | +$19.5K | ﹤0.01% | 692 |
|
|
2024
Q3 | $241K | Sell |
1,014
-215
| -17% | -$51K | ﹤0.01% | 628 |
|
|
2024
Q2 | $268K | Sell |
1,229
-912
| -43% | -$199K | ﹤0.01% | 525 |
|
|
2024
Q1 | $489K | Buy |
2,141
+912
| +74% | +$208K | 0.01% | 328 |
|
|
2023
Q4 | $262K | Sell |
1,229
-912
| -43% | -$195K | ﹤0.01% | 517 |
|
|
2023
Q3 | $405K | Buy |
2,141
+16
| +0.8% | +$3.03K | 0.01% | 335 |
|
|
2023
Q2 | $423K | Sell |
2,125
-44
| -2% | -$8.75K | 0.01% | 328 |
|
|
2023
Q1 | $411K | Sell |
2,169
-222
| -9% | -$42.1K | 0.01% | 309 |
|
|
2022
Q4 | $439K | Hold |
2,391
| – | – | 0.01% | 282 |
|
|
2022
Q3 | $409K | Hold |
2,391
| – | – | 0.02% | 268 |
|
|
2022
Q2 | $421K | Buy |
2,391
+199
| +9% | +$35K | 0.02% | 263 |
|
|
2022
Q1 | $465K | Sell |
2,192
-127
| -5% | -$26.9K | 0.02% | 254 |
|
|
2021
Q4 | $524K | Buy |
+2,319
| New | +$524K | 0.03% | 231 |
|