Shakespeare Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Hold |
1,187
| – | – | 0.08% | 80 |
|
|
2025
Q1 | $263K | Sell |
1,187
-4
| -0.3% | -$887 | 0.07% | 89 |
|
|
2024
Q4 | $286K | Buy |
1,191
+1
| +0.1% | +$240 | 0.08% | 80 |
|
|
2024
Q3 | $282K | Hold |
1,190
| – | – | 0.07% | 81 |
|
|
2024
Q2 | $260K | Buy |
1,190
+4
| +0.3% | +$872 | 0.08% | 75 |
|
|
2024
Q1 | $271K | Sell |
1,186
-13
| -1% | -$2.97K | 0.08% | 74 |
|
|
2023
Q4 | $256K | Buy |
+1,199
| New | +$256K | 0.08% | 73 |
|