OCM
Objective Capital Management’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.96M | Sell |
12,511
-50
| -0.4% | -$11.8K | 3.33% | 6 |
|
2025
Q1 | $2.79M | Sell |
12,561
-768
| -6% | -$170K | 3.55% | 6 |
|
2024
Q4 | $3.2M | Sell |
13,329
-748
| -5% | -$180K | 2.14% | 8 |
|
2024
Q3 | $3.34M | Buy |
+14,077
| New | +$3.34M | 1.96% | 10 |
|
2024
Q1 | $3.09M | Sell |
13,536
-92
| -0.7% | -$21K | 2.09% | 10 |
|
2023
Q4 | $2.91M | Buy |
13,628
+978
| +8% | +$209K | 2.22% | 9 |
|
2023
Q3 | $2.39M | Sell |
12,650
-81
| -0.6% | -$15.3K | 2.12% | 13 |
|
2023
Q2 | $2.53M | Sell |
12,731
-907
| -7% | -$180K | 2.21% | 10 |
|
2023
Q1 | $2.59M | Buy |
13,638
+801
| +6% | +$152K | 2.36% | 9 |
|
2022
Q4 | $2.36M | Buy |
12,837
+604
| +5% | +$111K | 2.34% | 13 |
|
2022
Q3 | $2.09M | Buy |
12,233
+791
| +7% | +$135K | 2.23% | 12 |
|
2022
Q2 | $2.02M | Buy |
11,442
+386
| +3% | +$68K | 2.03% | 15 |
|
2022
Q1 | $2.35M | Buy |
11,056
+76
| +0.7% | +$16.2K | 1.81% | 15 |
|
2021
Q4 | $2.48M | Buy |
+10,980
| New | +$2.48M | 1.76% | 14 |
|