OLIO Financial Planning’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
Q1 | – | Sell |
-1,297
| Closed | -$312K | – | 62 |
|
|
2024
Q4 | $312K | Sell |
1,297
-707
| -35% | -$170K | 0.11% | 48 |
|
|
2024
Q3 | $432K | Buy |
2,004
+112
| +6% | +$24.2K | 0.18% | 39 |
|
|
2024
Q2 | $408K | Sell |
1,892
-112
| -6% | -$24.2K | 0.17% | 39 |
|
|
2024
Q1 | $432K | Hold |
2,004
| – | – | 0.18% | 39 |
|
|
2023
Q4 | $432K | Buy |
2,004
+197
| +11% | +$42.5K | 0.18% | 39 |
|
|
2023
Q3 | $342K | Buy |
1,807
+155
| +9% | +$29.3K | 0.16% | 40 |
|
|
2023
Q2 | $329K | Buy |
1,652
+191
| +13% | +$38K | 0.16% | 36 |
|
|
2023
Q1 | $277K | Sell |
1,461
-972
| -40% | -$184K | 0.14% | 37 |
|
|
2022
Q4 | $447K | Sell |
2,433
-105
| -4% | -$19.3K | 0.24% | 28 |
|
|
2022
Q3 | $434K | Sell |
2,538
-116
| -4% | -$19.8K | 0.26% | 30 |
|
|
2022
Q2 | $467K | Buy |
2,654
+1,235
| +87% | +$217K | 0.26% | 30 |
|
|
2022
Q1 | $302K | Buy |
1,419
+308
| +28% | +$65.6K | 0.17% | 38 |
|
|
2021
Q4 | $251K | Buy |
+1,111
| New | +$251K | 0.15% | 38 |
|