Strategic Investment Solutions’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
5,386
+1,197
| +29% | +$284K | 0.39% | 51 |
|
|
2025
Q1 | $930K | Buy |
4,189
+1,317
| +46% | +$292K | 0.27% | 53 |
|
|
2024
Q4 | $632K | Sell |
2,872
-611
| -18% | -$134K | 0.21% | 58 |
|
|
2024
Q3 | $826K | Buy |
3,483
+597
| +21% | +$142K | 0.25% | 57 |
|
|
2024
Q2 | $673K | Buy |
+2,886
| New | +$673K | 0.22% | 57 |
|
|
2023
Q4 | $587K | Sell |
2,750
-85,273
| -97% | -$18.2M | 0.1% | 97 |
|
|
2023
Q3 | $17.7M | Buy |
88,023
+85,995
| +4,240% | +$17.3M | 0.22% | 70 |
|
|
2023
Q2 | $376K | Sell |
2,028
-4,957
| -71% | -$920K | 0.08% | 85 |
|
|
2023
Q1 | $1.32M | Buy |
6,985
+663
| +10% | +$126K | 0.26% | 62 |
|
|
2022
Q4 | $1.32M | Buy |
+6,322
| New | +$1.32M | 0.65% | 33 |
|