IAG Wealth 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 | $382K | Sell |
1,612
-48
| -3% | -$11.4K | 0.05% | 87 |
|
|
2025
Q1 | $368K | Sell |
1,660
-21
| -1% | -$4.66K | 0.06% | 82 |
|
|
2024
Q4 | $404K | Sell |
1,681
-76
| -4% | -$18.3K | 0.07% | 76 |
|
|
2024
Q3 | $417K | Sell |
1,757
-250
| -12% | -$59.3K | 0.08% | 75 |
|
|
2024
Q2 | $438K | Buy |
2,007
+994
| +98% | +$217K | 0.09% | 69 |
|
|
2024
Q1 | $232K | Sell |
1,013
-4
| -0.4% | -$914 | 0.05% | 88 |
|
|
2023
Q4 | $217K | Buy |
1,017
+16
| +2% | +$3.41K | 0.05% | 79 |
|
|
2023
Q3 | $189K | Sell |
1,001
-162
| -14% | -$30.6K | 0.05% | 77 |
|
|
2023
Q2 | $231K | Sell |
1,163
-56
| -5% | -$11.1K | 0.06% | 80 |
|
|
2023
Q1 | $231K | Buy |
1,219
+64
| +6% | +$12.1K | 0.06% | 71 |
|
|
2022
Q4 | $212K | Sell |
1,155
-37
| -3% | -$6.79K | 0.06% | 69 |
|
|
2022
Q3 | $204K | Buy |
1,192
+194
| +19% | +$33.2K | 0.07% | 59 |
|
|
2022
Q2 | $176K | Buy |
998
+441
| +79% | +$77.8K | 0.06% | 69 |
|
|
2022
Q1 | $118K | Sell |
557
-5
| -0.9% | -$1.06K | 0.04% | 86 |
|
|
2021
Q4 | $127K | Sell |
562
-139
| -20% | -$31.4K | 0.04% | 75 |
|
|
2021
Q3 | $154K | Sell |
701
-63
| -8% | -$13.8K | 0.05% | 63 |
|
|
2021
Q2 | $173K | Sell |
764
-235
| -24% | -$53.2K | 0.06% | 54 |
|
|
2021
Q1 | $214K | Sell |
999
-254
| -20% | -$54.4K | 0.08% | 47 |
|
|
2020
Q4 | $244K | Sell |
1,253
-125
| -9% | -$24.3K | 0.1% | 48 |
|
|
2020
Q3 | $212K | Sell |
1,378
-330
| -19% | -$50.8K | 0.1% | 49 |
|
|
2020
Q2 | $249K | Sell |
1,708
-1,077
| -39% | -$157K | 0.12% | 44 |
|
|
2020
Q1 | $322K | Sell |
2,785
-679
| -20% | -$78.5K | 0.21% | 39 |
|
|
2019
Q4 | $574K | Buy |
+3,464
| New | +$574K | 0.37% | 32 |
|