Squire Investment Management Company’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.38M | Hold |
10,048
| – | – | 0.88% | 20 |
|
2025
Q1 | $2.23M | Buy |
10,048
+2,305
| +30% | +$511K | 0.93% | 19 |
|
2024
Q4 | $1.86M | Buy |
7,743
+410
| +6% | +$98.5K | 0.82% | 20 |
|
2024
Q3 | $1.74M | Buy |
7,333
+563
| +8% | +$134K | 0.83% | 20 |
|
2024
Q2 | $1.48M | Buy |
6,770
+327
| +5% | +$71.3K | 0.84% | 19 |
|
2024
Q1 | $1.47M | Buy |
6,443
+136
| +2% | +$31.1K | 0.93% | 19 |
|
2023
Q4 | $1.35M | Buy |
+6,307
| New | +$1.35M | 1.1% | 17 |
|