Meridian Financial 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
$379K Sell
1,600
-125
-7% -$29.6K 0.18% 80
2025
Q1
$383K Sell
1,725
-67
-4% -$14.9K 0.19% 76
2024
Q4
$431K Buy
1,792
+45
+3% +$10.8K 0.23% 67
2024
Q3
$414K Buy
1,747
+190
+12% +$45K 0.21% 72
2024
Q2
$355K Buy
+1,557
New +$355K 0.21% 63