Milestone Investment Advisors’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 | $536K | Hold |
2,263
| – | – | 0.14% | 60 |
|
|
2025
Q1 | $502K | Hold |
2,263
| – | – | 0.14% | 59 |
|
|
2024
Q4 | $544K | Hold |
2,263
| – | – | 0.15% | 58 |
|
|
2024
Q3 | $537K | Buy |
2,263
+422
| +23% | +$100K | 0.15% | 56 |
|
|
2024
Q2 | $401K | Hold |
1,841
| – | – | 0.11% | 59 |
|
|
2024
Q1 | $421K | Hold |
1,841
| – | – | 0.11% | 58 |
|
|
2023
Q4 | $393K | Buy |
1,841
+47
| +3% | +$10K | 0.11% | 58 |
|
|
2023
Q3 | $339K | Hold |
1,794
| – | – | 0.1% | 77 |
|
|
2023
Q2 | $357K | Hold |
1,794
| – | – | 0.11% | 55 |
|
|
2023
Q1 | $340K | Hold |
1,794
| – | – | 0.11% | 74 |
|
|
2022
Q4 | $329K | Buy |
+1,794
| New | +$329K | 0.12% | 52 |
|