Texas Capital Bank Wealth Management 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
Q1 | – | Sell |
-2,482
| Closed | -$596K | – | 217 |
|
|
2024
Q4 | $596K | Buy |
2,482
+54
| +2% | +$13K | 0.06% | 97 |
|
|
2024
Q3 | $576K | Sell |
2,428
-1,050
| -30% | -$249K | 0.06% | 109 |
|
|
2024
Q2 | $758K | Buy |
3,478
+1,050
| +43% | +$229K | 0.08% | 93 |
|
|
2024
Q1 | $555K | Buy |
2,428
+163
| +7% | +$37.3K | 0.06% | 111 |
|
|
2023
Q4 | $483K | Sell |
2,265
-601
| -21% | -$128K | 0.06% | 115 |
|
|
2023
Q3 | $542K | Hold |
2,866
| – | – | 0.07% | 115 |
|
|
2023
Q2 | $570K | Hold |
2,866
| – | – | 0.06% | 114 |
|
|
2023
Q1 | $543K | Buy |
+2,866
| New | +$543K | 0.06% | 115 |
|
|
2020
Q1 | – | Sell |
-23,955
| Closed | -$3.97M | – | 125 |
|
|
2019
Q4 | $3.97M | Buy |
+23,955
| New | +$3.97M | 0.88% | 21 |
|