Proficio Capital Partners’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 | $1.23M | Sell |
5,198
-439
| -8% | -$104K | 0.08% | 141 |
|
2025
Q1 | $1.25M | Buy |
5,637
+22
| +0.4% | +$4.88K | 0.1% | 110 |
|
2024
Q4 | $1.35M | Buy |
5,615
+138
| +3% | +$33.2K | 0.11% | 86 |
|
2024
Q3 | $1.3M | Sell |
5,477
-15
| -0.3% | -$3.56K | 0.13% | 83 |
|
2024
Q2 | $1.2M | Hold |
5,492
| – | – | 0.13% | 95 |
|
2024
Q1 | $1.26M | Sell |
5,492
-345
| -6% | -$78.9K | 0.14% | 92 |
|
2023
Q4 | $1.25M | Sell |
5,837
-104
| -2% | -$22.2K | 0.15% | 77 |
|
2023
Q3 | $1.12M | Buy |
5,941
+57
| +1% | +$10.8K | 0.15% | 79 |
|
2023
Q2 | $1.17M | Buy |
5,884
+4,574
| +349% | +$910K | 0.16% | 82 |
|
2023
Q1 | $248K | Buy |
+1,310
| New | +$248K | 0.04% | 244 |
|
2019
Q3 | – | Sell |
-3,355
| Closed | -$526K | – | 1474 |
|
2019
Q2 | $526K | Hold |
3,355
| – | – | 0.18% | 80 |
|
2019
Q1 | $513K | Hold |
3,355
| – | – | 0.18% | 77 |
|
2018
Q4 | $443K | Buy |
3,355
+1,955
| +140% | +$258K | 0.2% | 73 |
|
2018
Q3 | $228K | Hold |
1,400
| – | – | 0.08% | 115 |
|
2018
Q2 | $218K | Sell |
1,400
-140
| -9% | -$21.8K | 0.09% | 119 |
|
2018
Q1 | $226K | Hold |
1,540
| – | – | 0.07% | 115 |
|
2017
Q4 | $228K | Hold |
1,540
| – | – | 0.07% | 115 |
|
2017
Q3 | $218K | Hold |
1,540
| – | – | 0.09% | 148 |
|
2017
Q2 | $210K | Buy |
1,540
+100
| +7% | +$13.6K | 0.09% | 169 |
|
2017
Q1 | $193K | Buy |
+1,440
| New | +$193K | 0.08% | 173 |
|