SFS
Sharp Financial Services’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
1,050
-675
| -39% | -$160K | 0.16% | 74 |
|
|
2025
Q1 | $383K | Buy |
1,725
+840
| +95% | +$186K | 0.29% | 49 |
|
|
2024
Q4 | $213K | Buy |
+885
| New | +$213K | 0.16% | 93 |
|
|
2024
Q3 | – | Sell |
-1,525
| Closed | -$333K | – | 106 |
|
|
2024
Q2 | $333K | Sell |
1,525
-715
| -32% | -$156K | 0.29% | 65 |
|
|
2024
Q1 | $512K | Sell |
2,240
-525
| -19% | -$120K | 0.48% | 39 |
|
|
2023
Q4 | $590K | Buy |
+2,765
| New | +$590K | 0.64% | 34 |
|