Sweet 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.83M | Hold |
7,715
| – | – | 0.4% | 55 |
|
|
2024
Q2 | $1.68M | Hold |
7,715
| – | – | 0.38% | 56 |
|
|
2024
Q1 | $1.76M | Buy |
7,715
+6
| +0.1% | +$1.37K | 0.41% | 55 |
|
|
2023
Q4 | $1.64M | Buy |
7,709
+11
| +0.1% | +$2.35K | 0.39% | 54 |
|
|
2023
Q3 | $1.46M | Buy |
7,698
+8
| +0.1% | +$1.51K | 0.39% | 58 |
|
|
2023
Q2 | $1.53M | Buy |
7,690
+8
| +0.1% | +$1.59K | 0.4% | 55 |
|
|
2023
Q1 | $1.46M | Buy |
7,682
+9
| +0.1% | +$1.71K | 0.4% | 44 |
|
|
2022
Q4 | $1.41M | Buy |
7,673
+2,071
| +37% | +$380K | 0.41% | 37 |
|
|
2022
Q3 | $957K | Hold |
5,602
| – | – | 0.3% | 49 |
|
|
2022
Q2 | $987K | Hold |
5,602
| – | – | 0.31% | 44 |
|
|
2022
Q1 | $1.19M | Buy |
5,602
+175
| +3% | +$37.2K | 0.32% | 39 |
|
|
2021
Q4 | $1.23M | Buy |
+5,427
| New | +$1.23M | 0.51% | 28 |
|