Partnership Wealth Management’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 | $233K | Sell |
982
-250
| -20% | -$59.3K | 0.19% | 67 |
|
|
2025
Q1 | $273K | Buy |
1,232
+2
| +0.2% | +$444 | 0.23% | 65 |
|
|
2024
Q4 | $296K | Buy |
1,230
+148
| +14% | +$35.6K | 0.25% | 62 |
|
|
2024
Q3 | $257K | Sell |
1,082
-393
| -27% | -$93.2K | 0.18% | 67 |
|
|
2024
Q2 | $322K | Sell |
1,475
-185
| -11% | -$40.3K | 0.24% | 74 |
|
|
2024
Q1 | $379K | Buy |
1,660
+3
| +0.2% | +$686 | 0.27% | 79 |
|
|
2023
Q4 | $344K | Buy |
+1,657
| New | +$344K | 0.26% | 78 |
|