Lane & Associates’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
Q1 | $3.03M | Sell |
13,683
-332
| -2% | -$73.6K | 1.64% | 16 |
|
|
2024
Q4 | $3.5M | Sell |
14,015
-619
| -4% | -$155K | 1.81% | 13 |
|
|
2024
Q3 | $3.47M | Sell |
14,634
-2,750
| -16% | -$652K | 1.89% | 12 |
|
|
2024
Q2 | $3.79M | Sell |
17,384
-5,276
| -23% | -$1.15M | 2.24% | 10 |
|
|
2024
Q1 | $5.18M | Sell |
22,660
-539
| -2% | -$123K | 3.26% | 5 |
|
|
2023
Q4 | $4.95M | Sell |
23,199
-1,683
| -7% | -$359K | 3.6% | 5 |
|
|
2023
Q3 | $4.7M | Sell |
24,882
-2,979
| -11% | -$563K | 3.78% | 5 |
|
|
2023
Q2 | $5.54M | Sell |
27,861
-1,498
| -5% | -$298K | 4.41% | 5 |
|
|
2023
Q1 | $5.57M | Sell |
29,359
-435
| -1% | -$82.5K | 4.96% | 4 |
|
|
2022
Q4 | $5.47M | Buy |
+29,794
| New | +$5.47M | 5.18% | 4 |
|