SIC
SJS Investment Consulting’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $276K | Sell |
1,164
-234
| -17% | -$55.5K | 0.04% | 81 |
|
|
2025
Q1 | $310K | Buy |
1,398
+159
| +13% | +$35.3K | 0.05% | 73 |
|
|
2024
Q4 | $298K | Hold |
1,239
| – | – | 0.05% | 68 |
|
|
2024
Q3 | $294K | Hold |
1,239
| – | – | 0.05% | 74 |
|
|
2024
Q2 | $270K | Hold |
1,239
| – | – | 0.05% | 71 |
|
|
2024
Q1 | $283K | Hold |
1,239
| – | – | 0.06% | 71 |
|
|
2023
Q4 | $264K | Buy |
1,239
+1,014
| +451% | +$216K | 0.06% | 68 |
|
|
2023
Q3 | $42.5K | Buy |
225
+105
| +88% | +$19.9K | 0.01% | 173 |
|
|
2023
Q2 | $23.9K | Hold |
120
| – | – | 0.01% | 209 |
|
|
2023
Q1 | $22.7K | Buy |
120
+74
| +161% | +$14K | 0.01% | 216 |
|
|
2022
Q4 | $8.44K | Sell |
46
-50
| -52% | -$9.18K | ﹤0.01% | 300 |
|
|
2022
Q3 | $16K | Buy |
+96
| New | +$16K | 0.01% | 259 |
|
|
2022
Q1 | $79K | Hold |
371
| – | – | 0.02% | 143 |
|
|
2021
Q4 | $84K | Buy |
+371
| New | +$84K | 0.03% | 139 |
|