PCG
Prosperity Consulting Group’s Vanguard Small-Cap ETF VB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $733K | Sell |
3,093
-7,514
| -71% | -$1.78M | 0.05% | 263 |
|
2025
Q1 | $2.35M | Buy |
10,607
+2,119
| +25% | +$470K | 0.18% | 129 |
|
2024
Q4 | $2.04M | Buy |
8,488
+7,548
| +803% | +$1.81M | 0.15% | 146 |
|
2024
Q3 | $223K | Buy |
940
+8
| +0.9% | +$1.9K | 0.02% | 427 |
|
2024
Q2 | $203K | Sell |
932
-326
| -26% | -$71.1K | 0.03% | 297 |
|
2024
Q1 | $288K | Buy |
1,258
+180
| +17% | +$41.1K | 0.04% | 283 |
|
2023
Q4 | $230K | Sell |
1,078
-75
| -7% | -$16K | 0.08% | 183 |
|
2023
Q3 | $218K | Buy |
1,153
+142
| +14% | +$26.8K | 0.1% | 137 |
|
2023
Q2 | $201K | Sell |
1,011
-394
| -28% | -$78.4K | 0.12% | 104 |
|
2023
Q1 | $266K | Sell |
1,405
-32
| -2% | -$6.07K | 0.17% | 92 |
|
2022
Q4 | $264K | Buy |
1,437
+32
| +2% | +$5.87K | 0.18% | 88 |
|
2022
Q3 | $240K | Buy |
1,405
+113
| +9% | +$19.3K | 0.2% | 83 |
|
2022
Q2 | $228K | Buy |
1,292
+24
| +2% | +$4.24K | 0.2% | 83 |
|
2022
Q1 | $270K | Sell |
1,268
-119
| -9% | -$25.3K | 0.2% | 82 |
|
2021
Q4 | $291K | Buy |
+1,387
| New | +$291K | 0.22% | 83 |
|