Nations 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
$1.17M Sell
4,943
-246
-5% -$58.3K 0.08% 256
2025
Q1
$1.15M Sell
5,189
-14,919
-74% -$3.31M 0.09% 250
2024
Q4
$4.83M Buy
20,108
+544
+3% +$131K 0.35% 68
2024
Q3
$4.64M Buy
19,564
+10,903
+126% +$2.59M 0.34% 70
2024
Q2
$1.89M Sell
8,661
-177
-2% -$38.6K 0.15% 155
2024
Q1
$2.02M Sell
8,838
-3,233
-27% -$739K 0.17% 144
2023
Q4
$2.58M Sell
12,071
-335
-3% -$71.5K 0.24% 104
2023
Q3
$2.35M Sell
12,406
-279
-2% -$52.8K 0.24% 106
2023
Q2
$2.52M Sell
12,685
-36
-0.3% -$7.16K 0.25% 99
2023
Q1
$2.41M Buy
12,721
+296
+2% +$56.1K 0.25% 102
2022
Q4
$2.28M Buy
12,425
+2,113
+20% +$388K 0.26% 102
2022
Q3
$1.76M Buy
10,312
+334
+3% +$57.1K 0.26% 94
2022
Q2
$1.76M Buy
9,978
+648
+7% +$114K 0.24% 111
2022
Q1
$1.98M Buy
9,330
+1,769
+23% +$376K 0.24% 100
2021
Q4
$1.71M Buy
7,561
+472
+7% +$107K 0.22% 112
2021
Q3
$1.55M Sell
7,089
-327
-4% -$71.5K 0.24% 104
2021
Q2
$1.67M Buy
7,416
+1,485
+25% +$335K 0.28% 87
2021
Q1
$1.27M Buy
5,931
+116
+2% +$24.8K 0.29% 94
2020
Q4
$1.13M Buy
5,815
+343
+6% +$66.8K 0.3% 90
2020
Q3
$842K Sell
5,472
-21
-0.4% -$3.23K 0.26% 110
2020
Q2
$801K Buy
5,493
+736
+15% +$107K 0.28% 105
2020
Q1
$549K Buy
4,757
+907
+24% +$105K 0.23% 135
2019
Q4
$638K Buy
3,850
+428
+13% +$70.9K 0.22% 144
2019
Q3
$535K Buy
+3,422
New +$535K 0.19% 160
2016
Q4
Sell
-2,977
Closed -$364K 161
2016
Q3
$364K Buy
2,977
+144
+5% +$17.6K 0.36% 87
2016
Q2
$328K Buy
2,833
+132
+5% +$15.3K 0.34% 91
2016
Q1
$301K Buy
2,701
+187
+7% +$20.8K 0.35% 90
2015
Q4
$278K Buy
+2,514
New +$278K 0.36% 86