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 |
|