Marathon Strategic Advisors’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 | $709K | Hold |
2,992
| – | – | 0.66% | 23 |
|
|
2025
Q1 | $663K | Sell |
2,992
-43
| -1% | -$9.54K | 0.71% | 21 |
|
|
2024
Q4 | $729K | Sell |
3,035
-46
| -1% | -$11.1K | 0.79% | 21 |
|
|
2024
Q3 | $731K | Sell |
3,081
-86
| -3% | -$20.4K | 0.77% | 21 |
|
|
2024
Q2 | $691K | Buy |
+3,167
| New | +$691K | 0.81% | 21 |
|
|
2024
Q1 | – | Sell |
-3,196
| Closed | -$682K | – | 33 |
|
|
2023
Q4 | $682K | Buy |
+3,196
| New | +$682K | 0.92% | 20 |
|