Regimen Wealth’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 | $202K | Sell |
853
-58
| -6% | -$13.8K | 0.06% | 74 |
|
2025
Q1 | $202K | Buy |
911
+3
| +0.3% | +$666 | 0.07% | 65 |
|
2024
Q4 | $218K | Buy |
908
+6
| +0.7% | +$1.44K | 0.07% | 62 |
|
2024
Q3 | $214K | Buy |
+902
| New | +$214K | 0.07% | 63 |
|
2024
Q2 | – | Sell |
-898
| Closed | -$205K | – | 72 |
|
2024
Q1 | $205K | Buy |
+898
| New | +$205K | 0.07% | 61 |
|