Middleton & Co’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 | $410K | Hold |
1,730
| – | – | 0.05% | 123 |
|
|
2025
Q1 | $384K | Sell |
1,730
-50
| -3% | -$11.1K | 0.04% | 123 |
|
|
2024
Q4 | $428K | Hold |
1,780
| – | – | 0.05% | 116 |
|
|
2024
Q3 | $422K | Hold |
1,780
| – | – | 0.05% | 121 |
|
|
2024
Q2 | $388K | Buy |
1,780
+150
| +9% | +$32.7K | 0.05% | 122 |
|
|
2024
Q1 | $373K | Hold |
1,630
| – | – | 0.04% | 133 |
|
|
2023
Q4 | $348K | Hold |
1,630
| – | – | 0.04% | 126 |
|
|
2023
Q3 | $308K | Sell |
1,630
-50
| -3% | -$9.45K | 0.04% | 124 |
|
|
2023
Q2 | $334K | Buy |
+1,680
| New | +$334K | 0.04% | 130 |
|