Mosaic Family Wealth 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 | $1.46M | Buy |
6,175
+1,247
| +25% | +$296K | 0.19% | 58 |
|
|
2025
Q1 | $1.09M | Buy |
4,928
+6
| +0.1% | +$1.33K | 0.16% | 72 |
|
|
2024
Q4 | $1.18M | Hold |
4,922
| – | – | 0.17% | 63 |
|
|
2024
Q3 | $1.17M | Buy |
4,922
+17
| +0.3% | +$4.03K | 0.17% | 66 |
|
|
2024
Q2 | $1.07M | Buy |
4,905
+1,055
| +27% | +$230K | 0.17% | 65 |
|
|
2024
Q1 | $880K | Hold |
3,850
| – | – | 0.14% | 82 |
|
|
2023
Q4 | $821K | Sell |
3,850
-1,103
| -22% | -$235K | 0.14% | 87 |
|
|
2023
Q3 | $936K | Sell |
4,953
-1,251
| -20% | -$237K | 0.19% | 63 |
|
|
2023
Q2 | $1.23M | Hold |
6,204
| – | – | 0.24% | 48 |
|
|
2023
Q1 | $1.18M | Sell |
6,204
-692
| -10% | -$131K | 0.25% | 49 |
|
|
2022
Q4 | $1.27M | Buy |
+6,896
| New | +$1.27M | 0.36% | 47 |
|