Investment Research & 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 | $2.85M | Sell |
12,017
-77
| -0.6% | -$18.2K | 1.06% | 28 |
|
|
2025
Q1 | $2.68M | Buy |
12,094
+251
| +2% | +$55.7K | 1.12% | 31 |
|
|
2024
Q4 | $2.85M | Sell |
11,843
-1,133
| -9% | -$272K | 1.18% | 25 |
|
|
2024
Q3 | $3.08M | Sell |
12,976
-149
| -1% | -$35.3K | 1.3% | 23 |
|
|
2024
Q2 | $2.86M | Sell |
13,125
-23
| -0.2% | -$5.02K | 1.27% | 23 |
|
|
2024
Q1 | $3.01M | Sell |
13,148
-998
| -7% | -$228K | 1.38% | 23 |
|
|
2023
Q4 | $3.02M | Buy |
14,146
+786
| +6% | +$168K | 1.54% | 18 |
|
|
2023
Q3 | $2.53M | Buy |
13,360
+4,814
| +56% | +$910K | 1.43% | 21 |
|
|
2023
Q2 | $1.7M | Sell |
8,546
-311
| -4% | -$61.9K | 0.98% | 31 |
|
|
2023
Q1 | $1.68M | Sell |
8,857
-11,768
| -57% | -$2.23M | 1.08% | 30 |
|
|
2022
Q4 | $3.79M | Buy |
20,625
+12,630
| +158% | +$2.32M | 2.49% | 8 |
|
|
2022
Q3 | $1.37M | Sell |
7,995
-250
| -3% | -$42.7K | 1.02% | 31 |
|
|
2022
Q2 | $1.45M | Buy |
8,245
+3,739
| +83% | +$658K | 1.05% | 30 |
|
|
2022
Q1 | $958K | Sell |
4,506
-1,914
| -30% | -$407K | 0.6% | 36 |
|
|
2021
Q4 | $1.45M | Buy |
6,420
+2,609
| +68% | +$590K | 0.88% | 32 |
|
|
2021
Q3 | $840K | Buy |
3,811
+69
| +2% | +$15.2K | 0.55% | 37 |
|
|
2021
Q2 | $843K | Sell |
3,742
-94
| -2% | -$21.2K | 0.56% | 38 |
|
|
2021
Q1 | $821K | Buy |
3,836
+132
| +4% | +$28.3K | 0.6% | 38 |
|
|
2020
Q4 | $721K | Buy |
3,704
+308
| +9% | +$60K | 0.54% | 39 |
|
|
2020
Q3 | $522K | Sell |
3,396
-318
| -9% | -$48.9K | 0.43% | 38 |
|
|
2020
Q2 | $541K | Sell |
3,714
-37,237
| -91% | -$5.42M | 0.49% | 39 |
|
|
2020
Q1 | $4.73M | Buy |
40,951
+33,295
| +435% | +$3.84M | 4.38% | 6 |
|
|
2019
Q4 | $1.27M | Buy |
+7,656
| New | +$1.27M | 1.17% | 19 |
|