PI
Pachira Investments’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $628K | Sell |
2,648
-200
| -7% | -$47.4K | 0.47% | 36 |
|
|
2025
Q1 | $631K | Sell |
2,848
-159
| -5% | -$35.2K | 0.44% | 34 |
|
|
2024
Q4 | $722K | Sell |
3,007
-5
| -0.2% | -$1.2K | 0.44% | 32 |
|
|
2024
Q3 | $715K | Sell |
3,012
-17
| -0.6% | -$4.03K | 0.55% | 27 |
|
|
2024
Q2 | $660K | Buy |
3,029
+283
| +10% | +$61.7K | 0.59% | 24 |
|
|
2024
Q1 | $628K | Buy |
2,746
+92
| +3% | +$21K | 0.51% | 26 |
|
|
2023
Q4 | $566K | Buy |
2,654
+271
| +11% | +$57.8K | 0.5% | 23 |
|
|
2023
Q3 | $451K | Buy |
2,383
+512
| +27% | +$96.8K | 0.51% | 22 |
|
|
2023
Q2 | $372K | Buy |
1,871
+328
| +21% | +$65.2K | 0.4% | 25 |
|
|
2023
Q1 | $292K | Buy |
1,543
+159
| +11% | +$30.1K | 1.26% | 20 |
|
|
2022
Q4 | $254K | Buy |
1,384
+191
| +16% | +$35.1K | 1.28% | 23 |
|
|
2022
Q3 | $204K | Buy |
+1,193
| New | +$204K | 0.91% | 22 |
|
|
2021
Q2 | – | Sell |
-29,817
| Closed | -$6.38M | – | 29 |
|
|
2021
Q1 | $6.38M | Sell |
29,817
-2,335
| -7% | -$500K | 4.69% | 9 |
|
|
2020
Q4 | $6.26M | Buy |
+32,152
| New | +$6.26M | 5.99% | 6 |
|