IHT Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Buy |
13,559
+1,151
| +9% | +$273K | 0.09% | 222 |
|
|
2025
Q1 | $2.75M | Buy |
12,408
+1,529
| +14% | +$339K | 0.09% | 222 |
|
|
2024
Q4 | $2.61M | Sell |
10,879
-6,493
| -37% | -$1.56M | 0.08% | 222 |
|
|
2024
Q3 | $4.12M | Buy |
17,372
+7,887
| +83% | +$1.87M | 0.12% | 180 |
|
|
2024
Q2 | $2.07M | Sell |
9,485
-105
| -1% | -$22.9K | 0.08% | 248 |
|
|
2024
Q1 | $2.19M | Sell |
9,590
-44
| -0.5% | -$10.1K | 0.09% | 232 |
|
|
2023
Q4 | $2.06M | Sell |
9,634
-418
| -4% | -$89.2K | 0.09% | 219 |
|
|
2023
Q3 | $1.9M | Sell |
10,052
-428
| -4% | -$80.9K | 0.1% | 203 |
|
|
2023
Q2 | $2.08M | Sell |
10,480
-825
| -7% | -$164K | 0.11% | 183 |
|
|
2023
Q1 | $2.14M | Buy |
11,305
+701
| +7% | +$133K | 0.12% | 164 |
|
|
2022
Q4 | $1.95M | Sell |
10,604
-2,085
| -16% | -$383K | 0.12% | 176 |
|
|
2022
Q3 | $2.17M | Buy |
12,689
+3,624
| +40% | +$619K | 0.16% | 137 |
|
|
2022
Q2 | $1.6M | Sell |
9,065
-410
| -4% | -$72.2K | 0.14% | 159 |
|
|
2022
Q1 | $2.01M | Sell |
9,475
-480
| -5% | -$102K | 0.15% | 138 |
|
|
2021
Q4 | $2.25M | Sell |
9,955
-7
| -0.1% | -$1.58K | 0.17% | 130 |
|
|
2021
Q3 | $2.18M | Buy |
9,962
+294
| +3% | +$64.3K | 0.18% | 127 |
|
|
2021
Q2 | $2.18M | Buy |
9,668
+2,177
| +29% | +$490K | 0.14% | 153 |
|
|
2021
Q1 | $1.6M | Buy |
7,491
+812
| +12% | +$174K | 0.12% | 179 |
|
|
2020
Q4 | $1.3M | Sell |
6,679
-147
| -2% | -$28.6K | 0.11% | 200 |
|
|
2020
Q3 | $1.05M | Buy |
6,826
+1,293
| +23% | +$199K | 0.11% | 201 |
|
|
2020
Q2 | $806K | Sell |
5,533
-2,134
| -28% | -$311K | 0.11% | 206 |
|
|
2020
Q1 | $885K | Sell |
7,667
-798
| -9% | -$92.1K | 0.13% | 181 |
|
|
2019
Q4 | $1.4M | Buy |
8,465
+1,175
| +16% | +$195K | 0.17% | 145 |
|
|
2019
Q3 | $1.12M | Buy |
7,290
+1,175
| +19% | +$181K | 0.15% | 153 |
|
|
2019
Q2 | $958K | Sell |
6,115
-751
| -11% | -$118K | 0.14% | 164 |
|
|
2019
Q1 | $1.05M | Buy |
6,866
+723
| +12% | +$110K | 0.17% | 142 |
|
|
2018
Q4 | $811K | Buy |
6,143
+2,237
| +57% | +$295K | 0.16% | 158 |
|
|
2018
Q3 | $635K | Buy |
3,906
+299
| +8% | +$48.6K | 0.14% | 186 |
|
|
2018
Q2 | $561K | Buy |
3,607
+575
| +19% | +$89.4K | 0.14% | 191 |
|
|
2018
Q1 | $435K | Sell |
3,032
-620
| -17% | -$89K | 0.12% | 208 |
|
|
2017
Q4 | $549K | Buy |
3,652
+1,128
| +45% | +$170K | 0.15% | 175 |
|
|
2017
Q3 | $360K | Buy |
2,524
+116
| +5% | +$16.5K | 0.15% | 158 |
|
|
2017
Q2 | $1 | Buy |
2,408
+800
| +50% | – | ﹤0.01% | 1370 |
|
|
2017
Q1 | $210K | Buy |
1,608
+1,132
| +238% | +$148K | 0.14% | 170 |
|
|
2016
Q4 | $62K | Buy |
+476
| New | +$62K | 0.05% | 345 |
|