Personal Capital Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $6.48M | Buy |
35,320
+319
| +0.9% | +$59.1K | 0.03% | 187 |
|
|
2022
Q3 | $5.98M | Sell |
35,001
-2,155
| -6% | -$407K | 0.03% | 185 |
|
|
2022
Q2 | $6.54M | Buy |
37,156
+3,326
| +10% | +$642K | 0.03% | 188 |
|
|
2022
Q1 | $7.19M | Sell |
33,830
-378
| -1% | -$79.6K | 0.03% | 194 |
|
|
2021
Q4 | $7.67M | Buy |
34,208
+1,537
| +5% | +$349K | 0.04% | 193 |
|
|
2021
Q3 | $7.14M | Buy |
32,671
+1,184
| +4% | +$263K | 0.04% | 190 |
|
|
2021
Q2 | $7.09M | Buy |
31,487
+1,067
| +4% | +$236K | 0.04% | 191 |
|
|
2021
Q1 | $6.51M | Buy |
30,420
+1,723
| +6% | +$363K | 0.04% | 190 |
|
|
2020
Q4 | $5.59M | Buy |
28,697
+1,408
| +5% | +$248K | 0.04% | 185 |
|
|
2020
Q3 | $4.2M | Buy |
27,289
+1,894
| +7% | +$291K | 0.03% | 185 |
|
|
2020
Q2 | $3.7M | Sell |
25,395
-1,448
| -5% | -$194K | 0.03% | 181 |
|
|
2020
Q1 | $3.12M | Buy |
26,843
+925
| +4% | +$139K | 0.03% | 183 |
|
|
2019
Q4 | $4.29M | Buy |
25,918
+3,092
| +14% | +$493K | 0.04% | 169 |
|
|
2019
Q3 | $3.51M | Buy |
22,826
+1,384
| +6% | +$215K | 0.03% | 163 |
|
|
2019
Q2 | $3.36M | Buy |
21,442
+227
| +1% | +$35.1K | 0.03% | 159 |
|
|
2019
Q1 | $3.24M | Sell |
21,215
-30,873
| -59% | -$4.59M | 0.04% | 157 |
|
|
2018
Q4 | $6.88M | Buy |
52,088
+38,014
| +270% | +$5.53M | 0.09% | 126 |
|
|
2018
Q3 | $2.29M | Buy |
14,074
+53
| +0.4% | +$8.57K | 0.03% | 162 |
|
|
2018
Q2 | $2.18M | Buy |
14,021
+881
| +7% | +$135K | 0.03% | 160 |
|
|
2018
Q1 | $1.93M | Buy |
13,140
+1,020
| +8% | +$152K | 0.03% | 159 |
|
|
2017
Q4 | $1.79M | Buy |
12,120
+1,040
| +9% | +$150K | 0.03% | 163 |
|
|
2017
Q3 | $1.57M | Buy |
11,080
+433
| +4% | +$59K | 0.03% | 159 |
|
|
2017
Q2 | $1.44M | Sell |
10,647
-2,255
| -17% | -$302K | 0.03% | 157 |
|
|
2017
Q1 | $1.71M | Sell |
12,902
-29,700
| -70% | -$3.93M | 0.04% | 133 |
|
|
2016
Q4 | $5.49M | Buy |
42,602
+8,203
| +24% | +$1.02M | 0.16% | 102 |
|
|
2016
Q3 | $4.17M | Buy |
34,399
+6,238
| +22% | +$755K | 0.14% | 105 |
|
|
2016
Q2 | $3.26M | Buy |
28,161
+7,552
| +37% | +$858K | 0.13% | 110 |
|
|
2016
Q1 | $2.3M | Buy |
20,609
+11,428
| +124% | +$1.18M | 0.11% | 114 |
|
|
2015
Q4 | $1.02M | Buy |
9,181
+2,951
| +47% | +$334K | 0.06% | 125 |
|
|
2015
Q3 | $673K | Buy |
6,230
+686
| +12% | +$80.2K | 0.04% | 125 |
|
|
2015
Q2 | $673K | Buy |
5,544
+578
| +12% | +$71K | 0.05% | 123 |
|
|
2015
Q1 | $609K | Sell |
4,966
-3,059
| -38% | -$362K | 0.05% | 125 |
|
|
2014
Q4 | $936K | Buy |
8,025
+41
| +0.5% | +$4.67K | 0.1% | 97 |
|
|
2014
Q3 | $883K | Buy |
7,984
+2,346
| +42% | +$269K | 0.11% | 93 |
|
|
2014
Q2 | $660K | Buy |
5,638
+81
| +1% | +$9.06K | 0.11% | 80 |
|
|
2014
Q1 | $628K | Sell |
5,557
-12
| -0.2% | -$1.33K | 0.14% | 80 |
|
|
2013
Q4 | $612K | Buy |
+5,569
| New | +$593K | 0.19% | 79 |
|
Other funds holding VB
AWA
