Nikulski Financial’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 | $537K | Sell |
2,264
-50
| -2% | -$11.9K | 0.15% | 93 |
|
|
2025
Q1 | $513K | Sell |
2,314
-115
| -5% | -$25.5K | 0.16% | 89 |
|
|
2024
Q4 | $584K | Sell |
2,429
-75
| -3% | -$18K | 0.17% | 86 |
|
|
2024
Q3 | $594K | Buy |
2,504
+60
| +2% | +$14.2K | 0.18% | 84 |
|
|
2024
Q2 | $533K | Hold |
2,444
| – | – | 0.17% | 82 |
|
|
2024
Q1 | $559K | Buy |
2,444
+95
| +4% | +$21.7K | 0.19% | 84 |
|
|
2023
Q4 | $501K | Sell |
2,349
-200
| -8% | -$42.7K | 0.18% | 87 |
|
|
2023
Q3 | $482K | Buy |
2,549
+290
| +13% | +$54.8K | 0.2% | 86 |
|
|
2023
Q2 | $449K | Sell |
2,259
-30
| -1% | -$5.97K | 0.19% | 88 |
|
|
2023
Q1 | $434K | Buy |
2,289
+30
| +1% | +$5.69K | 0.19% | 94 |
|
|
2022
Q4 | $415K | Hold |
2,259
| – | – | 0.2% | 90 |
|
|
2022
Q3 | $386K | Sell |
2,259
-85
| -4% | -$14.5K | 0.2% | 92 |
|
|
2022
Q2 | $413K | Buy |
2,344
+325
| +16% | +$57.3K | 0.2% | 92 |
|
|
2022
Q1 | $429K | Sell |
2,019
-35
| -2% | -$7.44K | 0.18% | 92 |
|
|
2021
Q4 | $464K | Hold |
2,054
| – | – | 0.19% | 86 |
|
|
2021
Q3 | $449K | Buy |
2,054
+345
| +20% | +$75.4K | 0.21% | 86 |
|
|
2021
Q2 | $378K | Buy |
1,709
+415
| +32% | +$91.8K | 0.18% | 97 |
|
|
2021
Q1 | $277K | Hold |
1,294
| – | – | 0.14% | 108 |
|
|
2020
Q4 | $252K | Buy |
+1,294
| New | +$252K | 0.14% | 104 |
|
|
2020
Q1 | – | Sell |
-1,494
| Closed | -$247K | – | 111 |
|
|
2019
Q4 | $247K | Hold |
1,494
| – | – | 0.18% | 81 |
|
|
2019
Q3 | $229K | Hold |
1,494
| – | – | 0.19% | 82 |
|
|
2019
Q2 | $234K | Sell |
1,494
-50
| -3% | -$7.83K | 0.2% | 77 |
|
|
2019
Q1 | $236K | Sell |
1,544
-123
| -7% | -$18.8K | 0.23% | 70 |
|
|
2018
Q4 | $220K | Hold |
1,667
| – | – | 0.23% | 67 |
|
|
2018
Q3 | $244K | Buy |
+1,667
| New | +$244K | 0.23% | 66 |
|