Means Investment Company’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 | $354K | Buy |
1,493
+43
| +3% | +$10.2K | 0.03% | 150 |
|
|
2025
Q1 | $322K | Sell |
1,450
-486
| -25% | -$108K | 0.03% | 147 |
|
|
2024
Q4 | $465K | Buy |
1,936
+4
| +0.2% | +$961 | 0.05% | 128 |
|
|
2024
Q3 | $458K | Buy |
1,932
+3
| +0.2% | +$712 | 0.05% | 130 |
|
|
2024
Q2 | $421K | Sell |
1,929
-149
| -7% | -$32.5K | 0.05% | 133 |
|
|
2024
Q1 | $475K | Buy |
2,078
+15
| +0.7% | +$3.43K | 0.06% | 128 |
|
|
2023
Q4 | $440K | Buy |
2,063
+106
| +5% | +$22.6K | 0.06% | 128 |
|
|
2023
Q3 | $370K | Buy |
1,957
+151
| +8% | +$28.6K | 0.06% | 139 |
|
|
2023
Q2 | $359K | Buy |
1,806
+3
| +0.2% | +$597 | 0.06% | 143 |
|
|
2023
Q1 | $342K | Buy |
1,803
+2
| +0.1% | +$379 | 0.06% | 145 |
|
|
2022
Q4 | $330K | Buy |
1,801
+4
| +0.2% | +$734 | 0.07% | 143 |
|
|
2022
Q3 | $307K | Buy |
1,797
+2
| +0.1% | +$342 | 0.07% | 145 |
|
|
2022
Q2 | $316K | Buy |
1,795
+2
| +0.1% | +$352 | 0.07% | 146 |
|
|
2022
Q1 | $381K | Buy |
1,793
+2
| +0.1% | +$425 | 0.07% | 136 |
|
|
2021
Q4 | $405K | Buy |
1,791
+3
| +0.2% | +$678 | 0.07% | 131 |
|
|
2021
Q3 | $391K | Buy |
1,788
+2
| +0.1% | +$437 | 0.08% | 131 |
|
|
2021
Q2 | $402K | Buy |
1,786
+1
| +0.1% | +$225 | 0.08% | 132 |
|
|
2021
Q1 | $382K | Buy |
1,785
+2
| +0.1% | +$428 | 0.09% | 125 |
|
|
2020
Q4 | $387K | Buy |
1,783
+3
| +0.2% | +$651 | 0.09% | 120 |
|
|
2020
Q3 | $298K | Buy |
1,780
+2
| +0.1% | +$335 | 0.08% | 117 |
|
|
2020
Q2 | $281K | Buy |
1,778
+1
| +0.1% | +$158 | 0.09% | 118 |
|
|
2020
Q1 | $216K | Buy |
1,777
+3
| +0.2% | +$365 | 0.08% | 121 |
|
|
2019
Q4 | $301K | Sell |
1,774
-237
| -12% | -$40.2K | 0.1% | 118 |
|
|
2019
Q3 | $321K | Buy |
2,011
+189
| +10% | +$30.2K | 0.12% | 110 |
|
|
2019
Q2 | $287K | Buy |
1,822
+5
| +0.3% | +$788 | 0.12% | 119 |
|
|
2019
Q1 | $278K | Buy |
1,817
+163
| +10% | +$24.9K | 0.12% | 118 |
|
|
2018
Q4 | $218K | Buy |
+1,654
| New | +$218K | 0.12% | 118 |
|