SF
Summit Financial’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.2M | Buy |
84,832
+7,986
| +10% | +$1.9M | 0.46% | 43 |
|
|
2025
Q1 | $17M | Buy |
76,846
+6,549
| +9% | +$1.45M | 0.48% | 38 |
|
|
2024
Q4 | $16.9M | Buy |
70,297
+1,787
| +3% | +$429K | 0.59% | 26 |
|
|
2024
Q3 | $16.3M | Buy |
68,510
+11,354
| +20% | +$2.7M | 0.64% | 24 |
|
|
2024
Q2 | $12.5M | Buy |
57,156
+4,205
| +8% | +$920K | 0.57% | 25 |
|
|
2024
Q1 | $12.1M | Buy |
52,951
+1,209
| +2% | +$276K | 0.72% | 17 |
|
|
2023
Q4 | $11M | Buy |
51,742
+1,549
| +3% | +$330K | 0.72% | 17 |
|
|
2023
Q3 | $9.49M | Buy |
50,193
+15,446
| +44% | +$2.92M | 0.7% | 19 |
|
|
2023
Q2 | $6.91M | Sell |
34,747
-263
| -0.8% | -$52.3K | 0.5% | 24 |
|
|
2023
Q1 | $6.64M | Sell |
35,010
-672
| -2% | -$127K | 0.58% | 19 |
|
|
2022
Q4 | $6.55M | Buy |
35,682
+798
| +2% | +$146K | 0.62% | 19 |
|
|
2022
Q3 | $5.96M | Buy |
34,884
+4,862
| +16% | +$831K | 0.56% | 19 |
|
|
2022
Q2 | $5.29M | Buy |
30,022
+1,165
| +4% | +$205K | 0.5% | 21 |
|
|
2022
Q1 | $6.13M | Buy |
28,857
+3,313
| +13% | +$704K | 0.48% | 23 |
|
|
2021
Q4 | $5.77M | Buy |
25,544
+7,853
| +44% | +$1.77M | 0.44% | 26 |
|
|
2021
Q3 | $3.87M | Buy |
17,691
+6,867
| +63% | +$1.5M | 0.33% | 31 |
|
|
2021
Q2 | $2.44M | Buy |
10,824
+5,691
| +111% | +$1.28M | 0.24% | 33 |
|
|
2021
Q1 | $1.1M | Buy |
5,133
+1,953
| +61% | +$418K | 0.14% | 26 |
|
|
2020
Q4 | $619K | Buy |
3,180
+1,532
| +93% | +$298K | 0.09% | 36 |
|
|
2020
Q3 | $254K | Buy |
1,648
+79
| +5% | +$12.2K | 0.04% | 32 |
|
|
2020
Q2 | $229K | Buy |
+1,569
| New | +$229K | 0.04% | 34 |
|