Stage Harbor Financial’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 | $4.64M | Sell |
19,577
-887
| -4% | -$210K | 3.77% | 8 |
|
|
2025
Q1 | $4.54M | Sell |
20,464
-267
| -1% | -$59.2K | 3.84% | 8 |
|
|
2024
Q4 | $4.98M | Buy |
20,731
+106
| +0.5% | +$25.5K | 4.33% | 6 |
|
|
2024
Q3 | $4.93M | Sell |
20,625
-530
| -3% | -$127K | 4.49% | 8 |
|
|
2024
Q2 | $4.61M | Sell |
21,155
-20
| -0.1% | -$4.36K | 4.46% | 8 |
|
|
2024
Q1 | $4.84M | Sell |
21,175
-246
| -1% | -$56.2K | 4.4% | 7 |
|
|
2023
Q4 | $4.57M | Buy |
+21,421
| New | +$4.57M | 4.4% | 10 |
|