Institutional & Family Asset Management’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $10.1M | Buy |
46,469
+1,711
| +4% | +$376K | 1.55% | 13 |
|
|
2024
Q1 | $10.2M | Buy |
44,758
+15,539
| +53% | +$3.34M | 1.64% | 10 |
|
|
2023
Q4 | $6.23M | Buy |
29,219
+926
| +3% | +$178K | 1.03% | 17 |
|
|
2023
Q3 | $5.35M | Sell |
28,293
-58
| -0.2% | -$11.6K | 0.88% | 28 |
|
|
2023
Q2 | $5.64M | Sell |
28,351
-974
| -3% | -$184K | 0.92% | 26 |
|
|
2023
Q1 | $5.56M | Buy |
29,325
+16,775
| +134% | +$3.25M | 0.92% | 22 |
|
|
2022
Q4 | $2.3M | Sell |
12,550
-779
| -6% | -$144K | 0.39% | 68 |
|
|
2022
Q3 | $2.28M | Sell |
13,329
-2,217
| -14% | -$419K | 0.41% | 66 |
|
|
2022
Q2 | $2.74M | Buy |
15,546
+1,020
| +7% | +$197K | 0.48% | 64 |
|
|
2022
Q1 | $3.09M | Sell |
14,526
-292
| -2% | -$61.5K | 0.49% | 64 |
|
|
2021
Q4 | $3.35M | Buy |
14,818
+861
| +6% | +$196K | 0.52% | 65 |
|
|
2021
Q3 | $3.05M | Sell |
13,957
-7,286
| -34% | -$1.62M | 0.49% | 66 |
|
|
2021
Q2 | $4.79M | Sell |
21,243
-1,567
| -7% | -$347K | 0.79% | 24 |
|
|
2021
Q1 | $4.88M | Buy |
22,810
+8,844
| +63% | +$1.86M | 0.95% | 16 |
|
|
2020
Q4 | $2.72M | Buy |
13,966
+4,662
| +50% | +$822K | 0.57% | 72 |
|
|
2020
Q3 | $1.43M | Sell |
9,304
-262
| -3% | -$40.2K | 0.34% | 78 |
|
|
2020
Q2 | $1.39M | Buy |
9,566
+845
| +10% | +$113K | 0.29% | 79 |
|
|
2020
Q1 | $1.01M | Buy |
8,721
+3,335
| +62% | +$501K | 0.24% | 80 |
|
|
2019
Q4 | $892K | Buy |
5,386
+1,583
| +42% | +$252K | 0.19% | 93 |
|
|
2019
Q3 | $585K | Buy |
3,803
+1,551
| +69% | +$240K | 0.13% | 108 |
|
|
2019
Q2 | $353K | Sell |
2,252
-235
| -9% | -$36.3K | 0.08% | 134 |
|
|
2019
Q1 | $380K | Sell |
2,487
-183
| -7% | -$27.2K | 0.08% | 134 |
|
|
2018
Q4 | $352K | Buy |
2,670
+787
| +42% | +$115K | 0.08% | 126 |
|
|
2018
Q3 | $306K | Buy |
1,883
+628
| +50% | +$102K | 0.06% | 156 |
|
|
2018
Q2 | $195K | Buy |
1,255
+287
| +30% | +$43.9K | 0.04% | 183 |
|
|
2018
Q1 | $142K | Buy |
+968
| New | +$145K | 0.03% | 196 |
|
Other funds holding VB
