Investment Advisory Group’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 | $2.77M | Buy |
11,705
+13
| +0.1% | +$3.08K | 0.84% | 32 |
|
|
2025
Q1 | $2.59M | Buy |
11,692
+865
| +8% | +$192K | 0.87% | 33 |
|
|
2024
Q4 | $2.6M | Buy |
10,827
+1,158
| +12% | +$278K | 0.87% | 30 |
|
|
2024
Q3 | $2.29M | Buy |
9,669
+1,058
| +12% | +$251K | 0.8% | 31 |
|
|
2024
Q2 | $1.88M | Buy |
8,611
+643
| +8% | +$140K | 0.73% | 36 |
|
|
2024
Q1 | $1.82M | Buy |
7,968
+715
| +10% | +$163K | 0.75% | 37 |
|
|
2023
Q4 | $1.55M | Sell |
7,253
-476
| -6% | -$102K | 0.71% | 38 |
|
|
2023
Q3 | $1.46M | Buy |
7,729
+304
| +4% | +$57.5K | 0.76% | 36 |
|
|
2023
Q2 | $1.48M | Buy |
7,425
+261
| +4% | +$51.9K | 0.76% | 36 |
|
|
2023
Q1 | $1.36M | Buy |
7,164
+314
| +5% | +$59.5K | 0.78% | 34 |
|
|
2022
Q4 | $1.26M | Buy |
6,850
+714
| +12% | +$131K | 0.77% | 33 |
|
|
2022
Q3 | $1.05M | Sell |
6,136
-24
| -0.4% | -$4.1K | 0.73% | 36 |
|
|
2022
Q2 | $1.09M | Buy |
6,160
+671
| +12% | +$118K | 0.74% | 35 |
|
|
2022
Q1 | $1.17M | Hold |
5,489
| – | – | 0.71% | 35 |
|
|
2021
Q4 | $1.16M | Buy |
+5,489
| New | +$1.16M | 0.74% | 33 |
|