Penney Financial’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 | $5.51M | Sell |
23,260
-4,992
| -18% | -$1.18M | 2.8% | 11 |
|
|
2025
Q1 | $6.26M | Buy |
28,252
+1,365
| +5% | +$303K | 4.11% | 7 |
|
|
2024
Q4 | $6.46M | Buy |
26,887
+323
| +1% | +$77.6K | 4.33% | 7 |
|
|
2024
Q3 | $6.3M | Sell |
26,564
-300
| -1% | -$71.2K | 4.3% | 7 |
|
|
2024
Q2 | $5.86M | Sell |
26,864
-666
| -2% | -$145K | 4.28% | 7 |
|
|
2024
Q1 | $6.29M | Buy |
27,530
+1,291
| +5% | +$295K | 4.65% | 6 |
|
|
2023
Q4 | $5.6M | Buy |
+26,239
| New | +$5.6M | 4.63% | 5 |
|