Petix & Botte 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 | $3.37M | Sell |
14,208
-262
| -2% | -$62.1K | 0.83% | 34 |
|
|
2025
Q1 | $3.21M | Sell |
14,470
-32
| -0.2% | -$7.1K | 0.85% | 33 |
|
|
2024
Q4 | $3.48M | Sell |
14,502
-31
| -0.2% | -$7.45K | 0.92% | 31 |
|
|
2024
Q3 | $3.45M | Sell |
14,533
-85
| -0.6% | -$20.2K | 0.92% | 23 |
|
|
2024
Q2 | $3.19M | Sell |
14,618
-12,003
| -45% | -$2.62M | 0.9% | 23 |
|
|
2024
Q1 | $6.08M | Buy |
26,621
+11,985
| +82% | +$2.74M | 1.51% | 20 |
|
|
2023
Q4 | $3.12M | Sell |
14,636
-69
| -0.5% | -$14.7K | 0.92% | 23 |
|
|
2023
Q3 | $2.78M | Sell |
14,705
-100
| -0.7% | -$18.9K | 0.88% | 24 |
|
|
2023
Q2 | $2.94M | Buy |
14,805
+6,911
| +88% | +$1.37M | 0.91% | 24 |
|
|
2023
Q1 | $1.5M | Buy |
+7,894
| New | +$1.5M | 1.01% | 23 |
|
|
2022
Q3 | $1.42M | Sell |
8,286
-627
| -7% | -$107K | 1.08% | 23 |
|
|
2022
Q2 | $1.57M | Sell |
8,913
-8,979
| -50% | -$1.58M | 1.16% | 23 |
|
|
2022
Q1 | $3.8M | Buy |
17,892
+8,364
| +88% | +$1.78M | 1.17% | 23 |
|
|
2021
Q4 | $2.15M | Sell |
9,528
-12,139
| -56% | -$2.74M | 1.37% | 22 |
|
|
2021
Q3 | $4.74M | Buy |
21,667
+9,516
| +78% | +$2.08M | 1.61% | 16 |
|
|
2021
Q2 | $2.74M | Sell |
12,151
-486
| -4% | -$109K | 1.91% | 15 |
|
|
2021
Q1 | $2.71M | Sell |
12,637
-349
| -3% | -$74.7K | 2% | 15 |
|
|
2020
Q4 | $2.53M | Sell |
12,986
-990
| -7% | -$193K | 1.89% | 15 |
|
|
2020
Q3 | $2.16M | Sell |
13,976
-14,104
| -50% | -$2.18M | 1.72% | 17 |
|
|
2020
Q2 | $2.05M | Buy |
28,080
+13,396
| +91% | +$976K | 1.69% | 19 |
|
|
2020
Q1 | $1.7M | Sell |
14,684
-1,160
| -7% | -$134K | 1.65% | 19 |
|
|
2019
Q4 | $2.62M | Buy |
+15,844
| New | +$2.62M | 2.06% | 17 |
|