Oak Harbor 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 | $403K | Buy |
+1,702
| New | +$403K | 0.11% | 146 |
|
|
2024
Q3 | – | Sell |
-32
| Closed | -$6.98K | – | 222 |
|
|
2024
Q2 | $6.98K | Hold |
32
| – | – | ﹤0.01% | 210 |
|
|
2024
Q1 | $7.32K | Sell |
32
-19
| -37% | -$4.34K | ﹤0.01% | 215 |
|
|
2023
Q4 | $10.9K | Hold |
51
| – | – | ﹤0.01% | 211 |
|
|
2023
Q3 | $9.64K | Hold |
51
| – | – | ﹤0.01% | 209 |
|
|
2023
Q2 | $10.1K | Hold |
51
| – | – | ﹤0.01% | 221 |
|
|
2023
Q1 | $9.67K | Hold |
51
| – | – | ﹤0.01% | 212 |
|
|
2022
Q4 | $9.36K | Hold |
51
| – | – | ﹤0.01% | 205 |
|
|
2022
Q3 | $9K | Hold |
51
| – | – | ﹤0.01% | 198 |
|
|
2022
Q2 | $9K | Hold |
51
| – | – | ﹤0.01% | 205 |
|
|
2022
Q1 | $11K | Hold |
51
| – | – | ﹤0.01% | 219 |
|
|
2021
Q4 | $12K | Buy |
+51
| New | +$12K | ﹤0.01% | 223 |
|