Madison Wealth Partners’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 | $460K | Sell |
1,939
-13
| -0.7% | -$3.08K | 0.1% | 88 |
|
|
2025
Q1 | $433K | Buy |
1,952
+2
| +0.1% | +$444 | 0.11% | 83 |
|
|
2024
Q4 | $469K | Buy |
1,950
+6
| +0.3% | +$1.44K | 0.13% | 79 |
|
|
2024
Q3 | $461K | Buy |
1,944
+561
| +41% | +$133K | 0.14% | 81 |
|
|
2024
Q2 | $302K | Sell |
1,383
-39
| -3% | -$8.5K | 0.1% | 96 |
|
|
2024
Q1 | $325K | Hold |
1,422
| – | – | 0.12% | 89 |
|
|
2023
Q4 | $303K | Hold |
1,422
| – | – | 0.12% | 91 |
|
|
2023
Q3 | $269K | Hold |
1,422
| – | – | 0.14% | 71 |
|
|
2023
Q2 | $283K | Sell |
1,422
-173
| -11% | -$34.4K | 0.13% | 71 |
|
|
2023
Q1 | $302K | Sell |
1,595
-57
| -3% | -$10.8K | 0.15% | 63 |
|
|
2022
Q4 | $303K | Sell |
1,652
-87
| -5% | -$16K | 0.18% | 61 |
|
|
2022
Q3 | $297K | Hold |
1,739
| – | – | 0.19% | 56 |
|
|
2022
Q2 | $306K | Buy |
1,739
+194
| +13% | +$34.1K | 0.19% | 56 |
|
|
2022
Q1 | $328K | Buy |
1,545
+127
| +9% | +$27K | 0.18% | 50 |
|
|
2021
Q4 | $320K | Hold |
1,418
| – | – | 0.16% | 50 |
|
|
2021
Q3 | $310K | Hold |
1,418
| – | – | 0.17% | 48 |
|
|
2021
Q2 | $319K | Buy |
1,418
+169
| +14% | +$38K | 0.18% | 47 |
|
|
2021
Q1 | $243K | Hold |
1,249
| – | – | 0.17% | 45 |
|
|
2020
Q4 | $243K | Buy |
+1,249
| New | +$243K | 0.16% | 46 |
|