Insigneo Advisory Services’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 | $347K | Buy |
1,466
+149
| +11% | +$35.3K | 0.03% | 421 |
|
|
2025
Q1 | $292K | Buy |
1,317
+105
| +9% | +$23.3K | 0.03% | 425 |
|
|
2024
Q4 | $291K | Buy |
1,212
+212
| +21% | +$50.9K | 0.03% | 425 |
|
|
2024
Q3 | $237K | Hold |
1,000
| – | – | 0.02% | 509 |
|
|
2024
Q2 | $215K | Buy |
+1,000
| New | +$215K | 0.02% | 486 |
|
|
2023
Q4 | – | Sell |
-2,296
| Closed | -$434K | – | 452 |
|
|
2023
Q3 | $434K | Hold |
2,296
| – | – | 0.09% | 211 |
|
|
2023
Q2 | $457K | Buy |
+2,296
| New | +$457K | 0.09% | 214 |
|