SW
SkyOak Wealth’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.64M | Buy |
11,154
+35
| +0.3% | +$8.29K | 0.53% | 51 |
|
|
2025
Q1 | $2.47M | Sell |
11,119
-236
| -2% | -$52.3K | 0.54% | 47 |
|
|
2024
Q4 | $2.73M | Buy |
11,355
+137
| +1% | +$32.9K | 0.58% | 47 |
|
|
2024
Q3 | $2.66M | Buy |
11,218
+132
| +1% | +$31.3K | 0.59% | 47 |
|
|
2024
Q2 | $2.42M | Buy |
11,086
+75
| +0.7% | +$16.4K | 0.56% | 47 |
|
|
2024
Q1 | $2.52M | Buy |
11,011
+51
| +0.5% | +$11.7K | 0.6% | 46 |
|
|
2023
Q4 | $2.34M | Buy |
10,960
+611
| +6% | +$130K | 0.61% | 43 |
|
|
2023
Q3 | $1.96M | Buy |
10,349
+23
| +0.2% | +$4.35K | 0.57% | 48 |
|
|
2023
Q2 | $2.05M | Buy |
10,326
+196
| +2% | +$39K | 0.58% | 45 |
|
|
2023
Q1 | $1.92M | Sell |
10,130
-691
| -6% | -$131K | 0.59% | 45 |
|
|
2022
Q4 | $1.99M | Buy |
10,821
+41
| +0.4% | +$7.53K | 0.67% | 42 |
|
|
2022
Q3 | $1.84M | Buy |
10,780
+108
| +1% | +$18.5K | 0.66% | 43 |
|
|
2022
Q2 | $1.88M | Sell |
10,672
-241
| -2% | -$42.4K | 0.64% | 46 |
|
|
2022
Q1 | $2.32M | Buy |
10,913
+2,197
| +25% | +$467K | 0.64% | 44 |
|
|
2021
Q4 | $1.97M | Buy |
8,716
+424
| +5% | +$95.8K | 0.5% | 55 |
|
|
2021
Q3 | $1.81M | Sell |
8,292
-8
| -0.1% | -$1.75K | 0.49% | 58 |
|
|
2021
Q2 | $1.87M | Buy |
8,300
+22
| +0.3% | +$4.96K | 0.5% | 53 |
|
|
2021
Q1 | $1.87M | Sell |
8,278
-1,603
| -16% | -$362K | 0.52% | 54 |
|
|
2020
Q4 | $1.92M | Sell |
9,881
-8
| -0.1% | -$1.56K | 0.6% | 53 |
|
|
2020
Q3 | $1.52M | Sell |
9,889
-1,438
| -13% | -$221K | 0.55% | 60 |
|
|
2020
Q2 | $1.65M | Buy |
11,327
+4,143
| +58% | +$604K | 0.61% | 46 |
|
|
2020
Q1 | $829K | Sell |
7,184
-575
| -7% | -$66.4K | 0.42% | 55 |
|
|
2019
Q4 | $1.29M | Buy |
+7,759
| New | +$1.29M | 0.4% | 61 |
|