Landmark Wealth Management (New York)’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 | $960K | Buy |
4,051
+221
| +6% | +$52.4K | 0.41% | 46 |
|
|
2025
Q1 | $849K | Buy |
3,830
+8
| +0.2% | +$1.77K | 0.37% | 46 |
|
|
2024
Q4 | $918K | Sell |
3,822
-8
| -0.2% | -$1.92K | 0.41% | 44 |
|
|
2024
Q3 | $909K | Buy |
+3,830
| New | +$909K | 0.4% | 44 |
|
|
2024
Q2 | – | Sell |
-3,814
| Closed | -$872K | – | 66 |
|
|
2024
Q1 | $872K | Buy |
3,814
+507
| +15% | +$116K | 0.4% | 45 |
|
|
2023
Q4 | $706K | Buy |
3,307
+158
| +5% | +$33.7K | 0.35% | 45 |
|
|
2023
Q3 | $595K | Buy |
+3,149
| New | +$595K | 0.34% | 48 |
|
|
2023
Q2 | – | Sell |
-3,276
| Closed | -$621K | – | 64 |
|
|
2023
Q1 | $621K | Buy |
3,276
+382
| +13% | +$72.4K | 0.35% | 47 |
|
|
2022
Q4 | $531K | Sell |
2,894
-1,099
| -28% | -$202K | 0.38% | 45 |
|
|
2022
Q3 | $682K | Buy |
+3,993
| New | +$682K | 0.52% | 39 |
|
|
2022
Q2 | – | Sell |
-9,574
| Closed | -$1.02M | – | 165 |
|
|
2022
Q1 | $1.02M | Buy |
+9,574
| New | +$1.02M | 0.54% | 38 |
|