Summit Investment Advisory Services’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 | – | Sell |
-6,627
| Closed | -$1.47M | – | 104 |
|
|
2025
Q1 | $1.47M | Sell |
6,627
-118
| -2% | -$26.2K | 0.72% | 20 |
|
|
2024
Q4 | $1.62M | Buy |
6,745
+14
| +0.2% | +$3.36K | 0.84% | 21 |
|
|
2024
Q3 | $1.6M | Buy |
+6,731
| New | +$1.6M | 0.85% | 22 |
|
|
2024
Q2 | – | Sell |
-6,714
| Closed | -$1.53M | – | 90 |
|
|
2024
Q1 | $1.53M | Sell |
6,714
-16
| -0.2% | -$3.66K | 0.91% | 16 |
|
|
2023
Q4 | $1.44M | Buy |
6,730
+10
| +0.1% | +$2.13K | 0.9% | 16 |
|
|
2023
Q3 | $1.27M | Buy |
6,720
+3
| +0% | +$567 | 0.94% | 15 |
|
|
2023
Q2 | $1.34M | Sell |
6,717
-90
| -1% | -$17.9K | 0.88% | 15 |
|
|
2023
Q1 | $1.29M | Buy |
6,807
+8
| +0.1% | +$1.52K | 0.92% | 15 |
|
|
2022
Q4 | $1.25M | Buy |
+6,799
| New | +$1.25M | 1.51% | 13 |
|