Seven Post Investment Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,918
| Closed | -$2.5M | – | 58 |
|
|
2024
Q1 | $2.5M | Hold |
10,918
| – | – | 0.61% | 20 |
|
|
2023
Q4 | $2.33M | Hold |
10,918
| – | – | 0.59% | 21 |
|
|
2023
Q3 | $2.06M | Hold |
10,918
| – | – | 0.57% | 21 |
|
|
2023
Q2 | $2.17M | Hold |
10,918
| – | – | 0.66% | 19 |
|
|
2023
Q1 | $2.07M | Hold |
10,918
| – | – | 0.75% | 18 |
|
|
2022
Q4 | $2M | Hold |
10,918
| – | – | 0.7% | 19 |
|
|
2022
Q3 | $1.87M | Buy |
+10,918
| New | +$1.87M | 0.73% | 18 |
|
|
2022
Q2 | – | Sell |
-10,884
| Closed | -$2.31M | – | 53 |
|
|
2022
Q1 | $2.31M | Hold |
10,884
| – | – | 0.71% | 18 |
|
|
2021
Q4 | $2.46M | Hold |
10,884
| – | – | 0.66% | 18 |
|
|
2021
Q3 | $2.38M | Buy |
10,884
+1,771
| +19% | +$387K | 0.74% | 17 |
|
|
2021
Q2 | $2.05M | Hold |
9,113
| – | – | 0.62% | 17 |
|
|
2021
Q1 | $1.95M | Buy |
9,113
+7,284
| +398% | +$1.56M | 0.68% | 16 |
|
|
2020
Q4 | $356K | Buy |
+1,829
| New | +$356K | 0.14% | 32 |
|