Strategic Financial Partners’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 | $1.18M | Buy |
4,993
+15
| +0.3% | +$3.56K | 0.55% | 31 |
|
|
2025
Q1 | $1.1M | Sell |
4,978
-97
| -2% | -$21.5K | 0.58% | 34 |
|
|
2024
Q4 | $1.22M | Buy |
5,075
+129
| +3% | +$31K | 0.62% | 31 |
|
|
2024
Q3 | $1.17M | Buy |
4,946
+50
| +1% | +$11.9K | 0.6% | 29 |
|
|
2024
Q2 | $1.07M | Buy |
4,896
+75
| +2% | +$16.4K | 0.59% | 30 |
|
|
2024
Q1 | $1.1M | Buy |
4,821
+35
| +0.7% | +$8K | 0.61% | 31 |
|
|
2023
Q4 | $1.02M | Hold |
4,786
| – | – | 0.59% | 26 |
|
|
2023
Q3 | $905K | Sell |
4,786
-344
| -7% | -$65K | 0.55% | 28 |
|
|
2023
Q2 | $1.02M | Buy |
5,130
+325
| +7% | +$64.6K | 0.58% | 28 |
|
|
2023
Q1 | $911K | Sell |
4,805
-229
| -5% | -$43.4K | 0.56% | 29 |
|
|
2022
Q4 | $924K | Sell |
5,034
-7
| -0.1% | -$1.29K | 0.56% | 26 |
|
|
2022
Q3 | $862K | Buy |
5,041
+115
| +2% | +$19.7K | 0.55% | 21 |
|
|
2022
Q2 | $868K | Buy |
4,926
+255
| +5% | +$44.9K | 0.51% | 26 |
|
|
2022
Q1 | $993K | Buy |
4,671
+91
| +2% | +$19.3K | 0.51% | 26 |
|
|
2021
Q4 | $1.04M | Buy |
4,580
+153
| +3% | +$34.6K | 0.51% | 29 |
|
|
2021
Q3 | $968K | Buy |
4,427
+581
| +15% | +$127K | 0.52% | 24 |
|
|
2021
Q2 | $867K | Buy |
3,846
+328
| +9% | +$73.9K | 0.48% | 28 |
|
|
2021
Q1 | $753K | Buy |
3,518
+424
| +14% | +$90.8K | 0.45% | 31 |
|
|
2020
Q4 | $602K | Buy |
3,094
+277
| +10% | +$53.9K | 0.39% | 38 |
|
|
2020
Q3 | $433K | Buy |
2,817
+209
| +8% | +$32.1K | 0.34% | 41 |
|
|
2020
Q2 | $380K | Buy |
2,608
+382
| +17% | +$55.7K | 0.31% | 42 |
|
|
2020
Q1 | $257K | Sell |
2,226
-1,080
| -33% | -$125K | 0.27% | 53 |
|
|
2019
Q4 | $548K | Buy |
+3,306
| New | +$548K | 0.45% | 46 |
|