Retirement Guys Formula’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 | $1.41M | Sell |
6,153
-76
| -1% | -$17.5K | 0.54% | 65 |
|
|
2025
Q1 | $1.39M | Buy |
6,229
+3,604
| +137% | +$804K | 0.69% | 58 |
|
|
2024
Q4 | $631K | Buy |
2,625
+1,193
| +83% | +$287K | 0.32% | 89 |
|
|
2024
Q3 | $340K | Sell |
1,432
-293
| -17% | -$69.5K | 0.16% | 99 |
|
|
2024
Q2 | $376K | Buy |
1,725
+224
| +15% | +$48.8K | 0.18% | 102 |
|
|
2024
Q1 | $343K | Buy |
1,501
+508
| +51% | +$116K | 0.17% | 105 |
|
|
2023
Q4 | $212K | Buy |
+993
| New | +$212K | 0.11% | 123 |
|
|
2022
Q4 | – | Sell |
-2,395
| Closed | -$409K | – | 137 |
|
|
2022
Q3 | $409K | Sell |
2,395
-58
| -2% | -$9.91K | 0.43% | 60 |
|
|
2022
Q2 | $432K | Sell |
2,453
-877
| -26% | -$154K | 0.44% | 61 |
|
|
2022
Q1 | $708K | Sell |
3,330
-2,215
| -40% | -$471K | 0.47% | 30 |
|
|
2021
Q4 | $1.25M | Buy |
+5,545
| New | +$1.25M | 0.99% | 18 |
|