Safeguard Financial’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
Q1 | $664K | Sell |
2,994
-513
| -15% | -$114K | 0.15% | 52 |
|
|
2024
Q4 | $843K | Sell |
3,507
-27
| -0.8% | -$6.49K | 0.18% | 47 |
|
|
2024
Q3 | $838K | Buy |
3,534
+19
| +0.5% | +$4.51K | 0.2% | 46 |
|
|
2024
Q2 | $767K | Buy |
3,515
+5
| +0.1% | +$1.09K | 0.21% | 45 |
|
|
2024
Q1 | $802K | Sell |
3,510
-381
| -10% | -$87.1K | 0.26% | 37 |
|
|
2023
Q4 | $830K | Sell |
3,891
-421
| -10% | -$89.8K | 0.31% | 32 |
|
|
2023
Q3 | $815K | Sell |
4,312
-1,002
| -19% | -$189K | 0.39% | 28 |
|
|
2023
Q2 | $1.06M | Sell |
5,314
-10
| -0.2% | -$1.99K | 0.51% | 24 |
|
|
2023
Q1 | $1.01M | Sell |
5,324
-351
| -6% | -$66.5K | 0.61% | 24 |
|
|
2022
Q4 | $1.04M | Buy |
5,675
+1,269
| +29% | +$233K | 0.75% | 23 |
|
|
2022
Q3 | $753K | Sell |
4,406
-511
| -10% | -$87.3K | 0.7% | 26 |
|
|
2022
Q2 | $865K | Buy |
4,917
+606
| +14% | +$107K | 1.03% | 20 |
|
|
2022
Q1 | $916K | Buy |
+4,311
| New | +$916K | 1.37% | 18 |
|