PCS
Private Client Services’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Buy |
12,292
+3,046
| +33% | +$722K | 1.13% | 24 |
|
|
2025
Q1 | $2.05M | Buy |
9,246
+3,566
| +63% | +$791K | 1.01% | 27 |
|
|
2024
Q4 | $1.36M | Sell |
5,680
-2,326
| -29% | -$559K | 0.73% | 39 |
|
|
2024
Q3 | $1.9M | Buy |
8,006
+441
| +6% | +$105K | 1.02% | 28 |
|
|
2024
Q2 | $1.65M | Buy |
7,565
+77
| +1% | +$16.8K | 1.04% | 29 |
|
|
2024
Q1 | $1.71M | Sell |
7,488
-3,382
| -31% | -$773K | 1.15% | 27 |
|
|
2023
Q4 | $2.32M | Buy |
+10,870
| New | +$2.32M | 1.9% | 10 |
|