Stonegate Investment Group’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 | $373K | Buy |
1,574
+481
| +44% | +$114K | 0.01% | 276 |
|
|
2025
Q1 | $242K | Sell |
1,093
-31
| -3% | -$6.87K | 0.01% | 300 |
|
|
2024
Q4 | $270K | Hold |
1,124
| – | – | 0.01% | 281 |
|
|
2024
Q3 | $267K | Buy |
1,124
+44
| +4% | +$10.4K | 0.01% | 289 |
|
|
2024
Q2 | $235K | Hold |
1,080
| – | – | 0.01% | 304 |
|
|
2024
Q1 | $247K | Buy |
1,080
+115
| +12% | +$26.3K | 0.01% | 282 |
|
|
2023
Q4 | $206K | Buy |
+965
| New | +$206K | 0.01% | 282 |
|