Rockwood Wealth Management’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 | $1.38M | Sell |
5,840
-143
| -2% | -$33.9K | 0.12% | 36 |
|
|
2025
Q1 | $1.33M | Buy |
5,983
+1,121
| +23% | +$249K | 0.14% | 34 |
|
|
2024
Q4 | $1.17M | Sell |
4,862
-635
| -12% | -$152K | 0.13% | 34 |
|
|
2024
Q3 | $1.3M | Buy |
5,497
+276
| +5% | +$65.5K | 0.14% | 34 |
|
|
2024
Q2 | $1.14M | Buy |
5,221
+1,006
| +24% | +$219K | 0.14% | 34 |
|
|
2024
Q1 | $964K | Hold |
4,215
| – | – | 0.12% | 33 |
|
|
2023
Q4 | $899K | Hold |
4,215
| – | – | 0.13% | 35 |
|
|
2023
Q3 | $797K | Hold |
4,215
| – | – | 0.13% | 31 |
|
|
2023
Q2 | $838K | Buy |
4,215
+360
| +9% | +$71.6K | 0.14% | 36 |
|
|
2023
Q1 | $731K | Hold |
3,855
| – | – | 0.14% | 35 |
|
|
2022
Q4 | $708K | Buy |
3,855
+609
| +19% | +$112K | 0.17% | 33 |
|
|
2022
Q3 | $555K | Sell |
3,246
-17
| -0.5% | -$2.91K | 0.18% | 35 |
|
|
2022
Q2 | $575K | Hold |
3,263
| – | – | 0.27% | 32 |
|
|
2022
Q1 | $693K | Buy |
+3,263
| New | +$693K | 0.33% | 31 |
|