Michelson Medical Research Foundation’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 | $2.61M | Hold |
11,010
| – | – | 2.5% | 13 |
|
|
2025
Q1 | $2.44M | Hold |
11,010
| – | – | 2.04% | 14 |
|
|
2024
Q4 | $2.65M | Sell |
11,010
-7,900
| -42% | -$1.9M | 2.22% | 16 |
|
|
2024
Q3 | $4.49M | Hold |
18,910
| – | – | 3.16% | 13 |
|
|
2024
Q2 | $4.12M | Hold |
18,910
| – | – | 3.55% | 11 |
|
|
2024
Q1 | $4.32M | Hold |
18,910
| – | – | 2.62% | 14 |
|
|
2023
Q4 | $4.03M | Hold |
18,910
| – | – | 2.66% | 15 |
|
|
2023
Q3 | $3.58M | Buy |
+18,910
| New | +$3.58M | 2.41% | 14 |
|