OGF
Orin Green Financial’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.13M | Sell |
13,203
-205
| -2% | -$48.6K | 1.32% | 18 |
|
|
2025
Q1 | $2.71M | Buy |
+13,408
| New | +$2.71M | 1.28% | 18 |
|
|
2024
Q4 | – | Sell |
-11,849
| Closed | -$2.81M | – | 20 |
|
|
2024
Q3 | $2.81M | Buy |
11,849
+60
| +0.5% | +$14.2K | 1.21% | 17 |
|
|
2024
Q2 | $2.57M | Buy |
+11,789
| New | +$2.57M | 1.18% | 18 |
|
|
2024
Q1 | – | Sell |
-12,842
| Closed | -$2.74M | – | 17 |
|
|
2023
Q4 | $2.74M | Sell |
12,842
-709
| -5% | -$151K | 1.35% | 17 |
|
|
2023
Q3 | $2.55M | Sell |
13,551
-1,186
| -8% | -$223K | 1.42% | 17 |
|
|
2023
Q2 | $2.93M | Sell |
14,737
-301
| -2% | -$59.9K | 1.53% | 16 |
|
|
2023
Q1 | $2.85M | Sell |
15,038
-1,620
| -10% | -$307K | 1.54% | 17 |
|
|
2022
Q4 | $3.06M | Buy |
16,658
+594
| +4% | +$109K | 1.79% | 16 |
|
|
2022
Q3 | $2.74M | Sell |
16,064
-3,046
| -16% | -$520K | 1.78% | 16 |
|
|
2022
Q2 | $3.4M | Buy |
19,110
+2,436
| +15% | +$434K | 2.13% | 15 |
|
|
2022
Q1 | $3.54M | Buy |
16,674
+95
| +0.6% | +$20.2K | 2.31% | 14 |
|
|
2021
Q4 | $3.51M | Buy |
16,579
+423
| +3% | +$89.6K | 2.54% | 14 |
|
|
2021
Q3 | $3.53M | Buy |
16,156
+489
| +3% | +$107K | 2.47% | 13 |
|
|
2021
Q2 | $3.53M | Buy |
15,667
+121
| +0.8% | +$27.3K | 2.5% | 13 |
|
|
2021
Q1 | $3.33M | Sell |
15,546
-1,903
| -11% | -$407K | 2.71% | 13 |
|
|
2020
Q4 | $3.4M | Buy |
+17,449
| New | +$3.4M | 2.7% | 13 |
|