Investment 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 | $1.58M | Sell |
6,656
-35
| -0.5% | -$8.29K | 0.6% | 49 |
|
|
2025
Q1 | $1.48M | Sell |
6,691
-692
| -9% | -$153K | 0.62% | 49 |
|
|
2024
Q4 | $1.77M | Sell |
7,383
-338
| -4% | -$81.2K | 0.73% | 40 |
|
|
2024
Q3 | $1.83M | Sell |
7,721
-327
| -4% | -$77.6K | 0.76% | 39 |
|
|
2024
Q2 | $1.75M | Sell |
8,048
-93
| -1% | -$20.3K | 0.79% | 38 |
|
|
2024
Q1 | $1.86M | Sell |
8,141
-349
| -4% | -$79.8K | 0.84% | 35 |
|
|
2023
Q4 | $1.81M | Sell |
8,490
-323
| -4% | -$68.9K | 0.89% | 33 |
|
|
2023
Q3 | $1.67M | Sell |
8,813
-453
| -5% | -$85.6K | 0.88% | 34 |
|
|
2023
Q2 | $1.84M | Sell |
9,266
-538
| -5% | -$107K | 0.96% | 28 |
|
|
2023
Q1 | $1.86M | Sell |
9,804
-641
| -6% | -$122K | 0.98% | 27 |
|
|
2022
Q4 | $1.92M | Sell |
10,445
-896
| -8% | -$164K | 1.01% | 28 |
|
|
2022
Q3 | $1.94M | Sell |
11,341
-503
| -4% | -$86K | 0.58% | 47 |
|
|
2022
Q2 | $2.09M | Sell |
11,844
-839
| -7% | -$148K | 1.02% | 28 |
|
|
2022
Q1 | $2.7M | Sell |
12,683
-1,239
| -9% | -$263K | 1.14% | 24 |
|
|
2021
Q4 | $3.15M | Sell |
13,922
-122
| -0.9% | -$27.6K | 1.29% | 19 |
|
|
2021
Q3 | $3.07M | Sell |
14,044
-242
| -2% | -$52.9K | 1.4% | 19 |
|
|
2021
Q2 | $3.22M | Sell |
14,286
-458
| -3% | -$103K | 1.47% | 19 |
|
|
2021
Q1 | $3.16M | Hold |
14,744
| – | – | 1.53% | 17 |
|
|
2020
Q4 | $2.87M | Sell |
14,744
-22
| -0.1% | -$4.28K | 1.53% | 16 |
|
|
2020
Q3 | $2.27M | Buy |
14,766
+22
| +0.1% | +$3.38K | 1.36% | 19 |
|
|
2020
Q2 | $2.15M | Buy |
14,744
+540
| +4% | +$78.7K | 1.26% | 21 |
|
|
2020
Q1 | $1.64M | Buy |
+14,204
| New | +$1.64M | 1.18% | 26 |
|