TFO
Tarbox Family Office’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Sell |
7,519
-1,116
| -13% | -$264K | 0.27% | 30 |
|
|
2025
Q1 | $1.91M | Buy |
8,635
+1,243
| +17% | +$276K | 0.32% | 28 |
|
|
2024
Q4 | $1.78M | Sell |
7,392
-737
| -9% | -$177K | 0.29% | 28 |
|
|
2024
Q3 | $1.93M | Sell |
8,129
-461
| -5% | -$109K | 0.32% | 27 |
|
|
2024
Q2 | $1.87M | Sell |
8,590
-532
| -6% | -$116K | 0.33% | 27 |
|
|
2024
Q1 | $2.09M | Sell |
9,122
-282
| -3% | -$64.5K | 0.37% | 28 |
|
|
2023
Q4 | $2.01M | Buy |
9,404
+12
| +0.1% | +$2.56K | 0.39% | 27 |
|
|
2023
Q3 | $1.78M | Sell |
9,392
-57
| -0.6% | -$10.8K | 0.37% | 28 |
|
|
2023
Q2 | $1.88M | Hold |
9,449
| – | – | 0.37% | 29 |
|
|
2023
Q1 | $1.79M | Hold |
9,449
| – | – | 0.36% | 28 |
|
|
2022
Q4 | $1.73M | Sell |
9,449
-6
| -0.1% | -$1.1K | 0.38% | 28 |
|
|
2022
Q3 | $1.67M | Hold |
9,455
| – | – | 0.39% | 25 |
|
|
2022
Q2 | $1.67M | Hold |
9,455
| – | – | 0.37% | 31 |
|
|
2022
Q1 | $2.01M | Sell |
9,455
-424
| -4% | -$90.1K | 0.41% | 25 |
|
|
2021
Q4 | $2.23M | Buy |
9,879
+405
| +4% | +$91.5K | 0.38% | 25 |
|
|
2021
Q3 | $2.07M | Hold |
9,474
| – | – | 0.38% | 26 |
|
|
2021
Q2 | $2.13M | Buy |
9,474
+424
| +5% | +$95.5K | 0.38% | 25 |
|
|
2021
Q1 | $1.94M | Hold |
9,050
| – | – | 0.38% | 26 |
|
|
2020
Q4 | $1.76M | Sell |
9,050
-20
| -0.2% | -$3.89K | 0.37% | 25 |
|
|
2020
Q3 | $1.4M | Sell |
9,070
-617
| -6% | -$94.9K | 0.34% | 27 |
|
|
2020
Q2 | $1.41M | Sell |
9,687
-1,100
| -10% | -$160K | 0.37% | 27 |
|
|
2020
Q1 | $1.25M | Buy |
10,787
+4,675
| +76% | +$540K | 0.4% | 27 |
|
|
2019
Q4 | $1.01M | Sell |
6,112
-1,515
| -20% | -$251K | 0.28% | 27 |
|
|
2019
Q3 | $1.17M | Sell |
7,627
-159
| -2% | -$24.5K | 0.36% | 22 |
|
|
2019
Q2 | $1.22M | Sell |
7,786
-632
| -8% | -$99K | 0.38% | 22 |
|
|
2019
Q1 | $1.29M | Sell |
8,418
-71
| -0.8% | -$10.8K | 0.47% | 21 |
|
|
2018
Q4 | $1.12M | Sell |
8,489
-956
| -10% | -$126K | 0.46% | 20 |
|
|
2018
Q3 | $1.54M | Sell |
9,445
-1,407
| -13% | -$229K | 0.56% | 18 |
|
|
2018
Q2 | $1.69M | Sell |
10,852
-716
| -6% | -$111K | 0.65% | 18 |
|
|
2018
Q1 | $1.7M | Sell |
11,568
-179
| -2% | -$26.3K | 0.66% | 18 |
|
|
2017
Q4 | $1.74M | Sell |
11,747
-710
| -6% | -$105K | 0.69% | 18 |
|
|
2017
Q3 | $1.76M | Sell |
12,457
-40,643
| -77% | -$5.74M | 0.77% | 16 |
|
|
2017
Q2 | $7.2M | Sell |
53,100
-3,063
| -5% | -$415K | 3.55% | 5 |
|
|
2017
Q1 | $7.49M | Sell |
56,163
-40
| -0.1% | -$5.33K | 3.87% | 5 |
|
|
2016
Q4 | $7.25M | Buy |
56,203
+9,388
| +20% | +$1.21M | 4.16% | 5 |
|
|
2016
Q3 | $5.72M | Buy |
46,815
+8,757
| +23% | +$1.07M | 3.69% | 7 |
|
|
2016
Q2 | $4.4M | Buy |
38,058
+4,231
| +13% | +$489K | 3.16% | 8 |
|
|
2016
Q1 | $3.77M | Buy |
33,827
+3,751
| +12% | +$418K | 2.85% | 8 |
|
|
2015
Q4 | $3.33M | Buy |
30,076
+6,000
| +25% | +$664K | 2.71% | 9 |
|
|
2015
Q3 | $2.6M | Buy |
24,076
+4,661
| +24% | +$503K | 2.38% | 9 |
|
|
2015
Q2 | $2.36M | Buy |
19,415
+3,096
| +19% | +$376K | 2.05% | 12 |
|
|
2015
Q1 | $2M | Buy |
16,319
+3,124
| +24% | +$383K | 1.76% | 12 |
|
|
2014
Q4 | $1.54M | Buy |
13,195
+6,775
| +106% | +$790K | 1.42% | 12 |
|
|
2014
Q3 | $710K | Sell |
6,420
-135
| -2% | -$14.9K | 0.64% | 20 |
|
|
2014
Q2 | $767K | Buy |
6,555
+1,515
| +30% | +$177K | 0.68% | 18 |
|
|
2014
Q1 | $577K | Buy |
5,040
+635
| +14% | +$72.7K | 0.51% | 26 |
|
|
2013
Q4 | $484K | Buy |
+4,405
| New | +$484K | 0.4% | 34 |
|