Madison Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $6.82M | Buy |
36,066
+354
| +1% | +$66.9K | 1.43% | 17 |
|
|
2023
Q2 | $7.1M | Buy |
35,712
+62
| +0.2% | +$12.3K | 1.44% | 16 |
|
|
2023
Q1 | $6.76M | Sell |
35,650
-48
| -0.1% | -$9.1K | 1.46% | 16 |
|
|
2022
Q4 | $6.55M | Buy |
35,698
+5,713
| +19% | +$1.05M | 1.5% | 18 |
|
|
2022
Q3 | $5.13M | Buy |
29,985
+3,745
| +14% | +$640K | 1.26% | 19 |
|
|
2022
Q2 | $4.62M | Buy |
26,240
+2,174
| +9% | +$383K | 1.12% | 23 |
|
|
2022
Q1 | $5.11M | Buy |
24,066
+2,151
| +10% | +$457K | 1.07% | 25 |
|
|
2021
Q4 | $4.95M | Sell |
21,915
-152
| -0.7% | -$34.4K | 0.99% | 27 |
|
|
2021
Q3 | $4.83M | Buy |
22,067
+63
| +0.3% | +$13.8K | 1.05% | 25 |
|
|
2021
Q2 | $4.96M | Buy |
22,004
+65
| +0.3% | +$14.6K | 1.09% | 23 |
|
|
2021
Q1 | $4.7M | Buy |
21,939
+1,402
| +7% | +$300K | 1.15% | 23 |
|
|
2020
Q4 | $4M | Buy |
20,537
+478
| +2% | +$93.1K | 1.05% | 28 |
|
|
2020
Q3 | $3.09M | Buy |
20,059
+1,501
| +8% | +$231K | 0.92% | 28 |
|
|
2020
Q2 | $2.7M | Buy |
18,558
+3,060
| +20% | +$446K | 0.89% | 31 |
|
|
2020
Q1 | $1.79M | Buy |
15,498
+14,087
| +998% | +$1.63M | 0.72% | 35 |
|
|
2019
Q4 | $234K | Buy |
+1,411
| New | +$234K | 0.07% | 133 |
|