Landmark Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.65M | Sell |
12,444
-163
| -1% | -$31.4K | 0.96% | 26 |
|
|
2023
Q3 | $2.38M | Sell |
12,607
-2,610
| -17% | -$520K | 0.97% | 26 |
|
|
2023
Q2 | $3.03M | Sell |
15,217
-297
| -2% | -$56.1K | 1.24% | 20 |
|
|
2023
Q1 | $2.94M | Sell |
15,514
-975
| -6% | -$189K | 1.29% | 18 |
|
|
2022
Q4 | $3.03M | Sell |
16,489
-145
| -0.9% | -$26.9K | 1.4% | 17 |
|
|
2022
Q3 | $2.84M | Sell |
16,634
-1,688
| -9% | -$319K | 1.5% | 16 |
|
|
2022
Q2 | $3.23M | Sell |
18,322
-204
| -1% | -$39.4K | 1.59% | 16 |
|
|
2022
Q1 | $3.77M | Sell |
18,526
-380
| -2% | -$80K | 1.81% | 15 |
|
|
2021
Q4 | $4.27M | Sell |
18,906
-513
| -3% | -$117K | 1.9% | 15 |
|
|
2021
Q3 | $4.16M | Buy |
19,419
+56
| +0.3% | +$12.4K | 2.24% | 13 |
|
|
2021
Q2 | $4.36M | Sell |
19,363
-56
| -0.3% | -$12.4K | 2.09% | 14 |
|
|
2021
Q1 | $4.16M | Sell |
19,419
-768
| -4% | -$162K | 2.24% | 13 |
|
|
2020
Q4 | $4.11M | Sell |
20,187
-1,360
| -6% | -$240K | 2.32% | 12 |
|
|
2020
Q3 | $3.45M | Sell |
21,547
-2,328
| -10% | -$358K | 2.19% | 14 |
|
|
2020
Q2 | $3.52M | Sell |
23,875
-3,670
| -13% | -$493K | 2.29% | 13 |
|
|
2020
Q1 | $3.45M | Sell |
27,545
-1,258
| -4% | -$189K | 2.36% | 11 |
|
|
2019
Q4 | $4.86M | Sell |
28,803
-1,989
| -6% | -$317K | 2.83% | 11 |
|
|
2019
Q3 | $4.74M | Sell |
30,792
-136
| -0.4% | -$21.1K | 2.95% | 10 |
|
|
2019
Q2 | $4.84M | Buy |
30,928
+1,422
| +5% | +$220K | 2.97% | 10 |
|
|
2019
Q1 | $4.51M | Sell |
29,506
-741
| -2% | -$110K | 2.96% | 10 |
|
|
2018
Q4 | $3.99M | Sell |
30,247
-1,533
| -5% | -$223K | 2.61% | 11 |
|
|
2018
Q3 | $5.17M | Sell |
31,780
-3,354
| -10% | -$543K | 3.07% | 11 |
|
|
2018
Q2 | $5.47M | Sell |
35,134
-5,560
| -14% | -$851K | 3.39% | 11 |
|
|
2018
Q1 | $5.98M | Sell |
40,694
-9,796
| -19% | -$1.46M | 3.75% | 10 |
|
|
2017
Q4 | $7.46M | Sell |
50,490
-5,561
| -10% | -$804K | 4.72% | 7 |
|
|
2017
Q3 | $7.92M | Buy |
56,051
+6,788
| +14% | +$925K | 5.35% | 6 |
|
|
2017
Q2 | $6.68M | Buy |
49,263
+1,723
| +4% | +$231K | 4.8% | 7 |
|
|
2017
Q1 | $6.34M | Buy |
47,540
+2,166
| +5% | +$287K | 4.71% | 6 |
|
|
2016
Q4 | $5.85M | Buy |
45,374
+904
| +2% | +$112K | 4.68% | 7 |
|
|
2016
Q3 | $5.43M | Buy |
44,470
+1,621
| +4% | +$196K | 4.62% | 8 |
|
|
2016
Q2 | $4.96M | Sell |
42,849
-69
| -0.2% | -$7.84K | 4.64% | 6 |
|
|
2016
Q1 | $4.79M | Buy |
42,918
+1,497
| +4% | +$155K | 4.85% | 7 |
|
|
2015
Q4 | $4.58M | Buy |
41,421
+4,473
| +12% | +$507K | 4.83% | 8 |
|
|
2015
Q3 | $3.99M | Buy |
36,948
+301
| +0.8% | +$35.2K | 4.4% | 7 |
|
|
2015
Q2 | $4.45M | Buy |
36,647
+4,674
| +15% | +$574K | 4.6% | 7 |
|
|
2015
Q1 | $3.92M | Buy |
31,973
+3,199
| +11% | +$379K | 4.12% | 7 |
|
|
2014
Q4 | $3.38M | Buy |
+28,774
| New | +$3.28M | 3.49% | 9 |
|
Other funds holding VB
