McNamara Financial Services’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 | $6.72M | Buy |
28,374
+827
| +3% | +$196K | 1.33% | 13 |
|
|
2025
Q1 | $6.11M | Sell |
27,547
-23
| -0.1% | -$5.1K | 1.31% | 13 |
|
|
2024
Q4 | $6.62M | Sell |
27,570
-1,531
| -5% | -$368K | 1.56% | 11 |
|
|
2024
Q3 | $6.9M | Buy |
29,101
+387
| +1% | +$91.8K | 1.36% | 11 |
|
|
2024
Q2 | $6.26M | Buy |
28,714
+3,178
| +12% | +$693K | 1.32% | 12 |
|
|
2024
Q1 | $5.84M | Buy |
25,536
+155
| +0.6% | +$35.4K | 1.25% | 12 |
|
|
2023
Q4 | $5.41M | Buy |
25,381
+232
| +0.9% | +$49.5K | 1.21% | 13 |
|
|
2023
Q3 | $4.75M | Buy |
25,149
+77
| +0.3% | +$14.6K | 1.19% | 13 |
|
|
2023
Q2 | $5.07M | Buy |
25,072
+290
| +1% | +$58.7K | 1.22% | 13 |
|
|
2023
Q1 | $4.7M | Buy |
24,782
+190
| +0.8% | +$36K | 1.17% | 13 |
|
|
2022
Q4 | $4.51M | Buy |
24,592
+7
| +0% | +$1.29K | 1.2% | 13 |
|
|
2022
Q3 | $4.2M | Buy |
24,585
+151
| +0.6% | +$25.8K | 1.21% | 12 |
|
|
2022
Q2 | $4.3M | Sell |
24,434
-2,079
| -8% | -$366K | 1.22% | 12 |
|
|
2022
Q1 | $5.64M | Buy |
26,513
+2,344
| +10% | +$498K | 1.53% | 11 |
|
|
2021
Q4 | $5.46M | Buy |
24,169
+2,096
| +9% | +$474K | 1.43% | 11 |
|
|
2021
Q3 | $4.83M | Buy |
22,073
+2,874
| +15% | +$628K | 1.32% | 11 |
|
|
2021
Q2 | $4.33M | Buy |
19,199
+5,597
| +41% | +$1.26M | 1.19% | 11 |
|
|
2021
Q1 | $2.65M | Buy |
13,602
+1,185
| +10% | +$231K | 0.81% | 14 |
|
|
2020
Q4 | $1.91M | Sell |
12,417
-70
| -0.6% | -$10.8K | 0.65% | 14 |
|
|
2020
Q3 | $1.92M | Buy |
12,487
+176
| +1% | +$27.1K | 0.65% | 14 |
|
|
2020
Q2 | $1.79M | Buy |
12,311
+644
| +6% | +$93.8K | 0.64% | 14 |
|
|
2020
Q1 | $1.35M | Buy |
11,667
+2,143
| +23% | +$247K | 0.55% | 15 |
|
|
2019
Q4 | $1.58M | Buy |
9,524
+635
| +7% | +$105K | 0.59% | 15 |
|
|
2019
Q3 | $1.39M | Sell |
8,889
-62
| -0.7% | -$9.72K | 0.57% | 16 |
|
|
2019
Q2 | $1.37M | Buy |
8,951
+126
| +1% | +$19.3K | 0.57% | 17 |
|
|
2019
Q1 | $1.17M | Buy |
8,825
+43
| +0.5% | +$5.68K | 0.54% | 17 |
|
|
2018
Q4 | $1.43M | Hold |
8,782
| – | – | 0.6% | 18 |
|
|
2018
Q3 | $1.43M | Sell |
8,782
-202
| -2% | -$32.8K | 0.6% | 18 |
|
|
2018
Q2 | $1.4M | Sell |
8,984
-255
| -3% | -$39.7K | 0.62% | 18 |
|
|
2018
Q1 | $1.36M | Buy |
9,239
+77
| +0.8% | +$11.3K | 0.62% | 15 |
|
|
2017
Q4 | $1.35M | Sell |
9,162
-72,256
| -89% | -$10.7M | 0.62% | 14 |
|
|
2017
Q3 | $11.5M | Buy |
81,418
+1,126
| +1% | +$159K | 5.54% | 5 |
|
|
2017
Q2 | $10.9M | Buy |
80,292
+375
| +0.5% | +$50.8K | 5.51% | 5 |
|
|
2017
Q1 | $10.7M | Sell |
79,917
-929
| -1% | -$124K | 5.57% | 5 |
|
|
2016
Q4 | $10.4M | Buy |
80,846
+1,788
| +2% | +$231K | 5.72% | 5 |
|
|
2016
Q3 | $9.66M | Buy |
79,058
+1,212
| +2% | +$148K | 5.4% | 5 |
|
|
2016
Q2 | $9.01M | Buy |
77,846
+33,411
| +75% | +$3.86M | 5.28% | 5 |
|
|
2016
Q1 | $4.95M | Buy |
+44,435
| New | +$4.95M | 3.02% | 8 |
|