Nadler Financial Group’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 | $3.95M | Sell |
16,676
-1,166
| -7% | -$276K | 0.4% | 29 |
|
|
2025
Q1 | $3.96M | Sell |
17,842
-1,184
| -6% | -$263K | 0.44% | 30 |
|
|
2024
Q4 | $4.57M | Buy |
19,026
+780
| +4% | +$187K | 0.48% | 29 |
|
|
2024
Q3 | $4.33M | Hold |
18,246
| – | – | 0.48% | 27 |
|
|
2024
Q2 | $3.98M | Buy |
18,246
+110
| +0.6% | +$24K | 0.47% | 28 |
|
|
2024
Q1 | $4.15M | Buy |
18,136
+65
| +0.4% | +$14.9K | 0.51% | 28 |
|
|
2023
Q4 | $3.86M | Sell |
18,071
-435
| -2% | -$92.8K | 0.52% | 27 |
|
|
2023
Q3 | $3.5M | Sell |
18,506
-485
| -3% | -$91.7K | 0.53% | 27 |
|
|
2023
Q2 | $3.78M | Sell |
18,991
-125
| -0.7% | -$24.9K | 0.55% | 26 |
|
|
2023
Q1 | $3.62M | Buy |
19,116
+1,560
| +9% | +$296K | 0.58% | 26 |
|
|
2022
Q4 | $3.22M | Buy |
17,556
+1,150
| +7% | +$211K | 0.56% | 23 |
|
|
2022
Q3 | $2.8M | Buy |
16,406
+5,443
| +50% | +$930K | 0.53% | 27 |
|
|
2022
Q2 | $1.93M | Sell |
10,963
-499
| -4% | -$87.9K | 0.36% | 32 |
|
|
2022
Q1 | $2.44M | Sell |
11,462
-1,835
| -14% | -$390K | 0.38% | 31 |
|
|
2021
Q4 | $3.01M | Buy |
13,297
+749
| +6% | +$169K | 0.44% | 30 |
|
|
2021
Q3 | $2.74M | Sell |
12,548
-5,035
| -29% | -$1.1M | 0.45% | 30 |
|
|
2021
Q2 | $3.96M | Sell |
17,583
-9,750
| -36% | -$2.2M | 0.65% | 24 |
|
|
2021
Q1 | $5.85M | Sell |
27,333
-4,719
| -15% | -$1.01M | 1.05% | 18 |
|
|
2020
Q4 | $6.24M | Buy |
32,052
+19,275
| +151% | +$3.75M | 1.19% | 17 |
|
|
2020
Q3 | $1.97M | Sell |
12,777
-3,840
| -23% | -$591K | 0.44% | 29 |
|
|
2020
Q2 | $2.42M | Buy |
16,617
+13,445
| +424% | +$1.96M | 0.61% | 23 |
|
|
2020
Q1 | $366K | Sell |
3,172
-290
| -8% | -$33.5K | 0.11% | 54 |
|
|
2019
Q4 | $573K | Buy |
3,462
+84
| +2% | +$13.9K | 0.14% | 50 |
|
|
2019
Q3 | $520K | Buy |
3,378
+1
| +0% | +$154 | 0.14% | 48 |
|
|
2019
Q2 | $529K | Hold |
3,377
| – | – | 0.15% | 49 |
|
|
2019
Q1 | $516K | Sell |
3,377
-1,902
| -36% | -$291K | 0.16% | 50 |
|
|
2018
Q4 | $697K | Sell |
5,279
-2,305
| -30% | -$304K | 0.23% | 43 |
|
|
2018
Q3 | $1.23M | Sell |
7,584
-400
| -5% | -$65K | 0.33% | 29 |
|
|
2018
Q2 | $1.24M | Buy |
7,984
+1,561
| +24% | +$243K | 0.35% | 27 |
|
|
2018
Q1 | $944K | Hold |
6,423
| – | – | 0.29% | 33 |
|
|
2017
Q4 | $949K | Buy |
6,423
+1
| +0% | +$148 | 0.29% | 36 |
|
|
2017
Q3 | $908K | Sell |
6,422
-3,793
| -37% | -$536K | 0.3% | 32 |
|
|
2017
Q2 | $1.39M | Sell |
10,215
-2,000
| -16% | -$271K | 0.47% | 22 |
|
|
2017
Q1 | $1.63M | Buy |
12,215
+60
| +0.5% | +$8K | 0.57% | 20 |
|
|
2016
Q4 | $1.57M | Buy |
12,155
+600
| +5% | +$77.4K | 0.58% | 20 |
|
|
2016
Q3 | $1.41M | Buy |
11,555
+3,235
| +39% | +$395K | 0.56% | 19 |
|
|
2016
Q2 | $962K | Buy |
8,320
+835
| +11% | +$96.5K | 0.41% | 26 |
|
|
2016
Q1 | $835K | Buy |
+7,485
| New | +$835K | 0.37% | 31 |
|