PS
Principal Securities’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.22M | Sell |
34,695
-12,923
| -27% | -$3.06M | 0.15% | 127 |
|
|
2025
Q1 | $11.4M | Buy |
47,618
+1,234
| +3% | +$297K | 0.26% | 75 |
|
|
2024
Q4 | $11.1M | Buy |
46,384
+3,211
| +7% | +$772K | 0.25% | 76 |
|
|
2024
Q3 | $10.2M | Buy |
43,173
+19,454
| +82% | +$4.61M | 0.25% | 82 |
|
|
2024
Q2 | $5.17M | Sell |
23,719
-14,918
| -39% | -$3.25M | 0.14% | 134 |
|
|
2024
Q1 | $8.83M | Buy |
38,637
+3,362
| +10% | +$769K | 0.28% | 74 |
|
|
2023
Q4 | $7.53M | Buy |
+35,275
| New | +$7.53M | 0.28% | 72 |
|