Toth Financial Advisory’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 | $42.5K | Hold |
180
| – | – | 0.01% | 329 |
|
|
2025
Q1 | $39.8K | Sell |
180
-89
| -33% | -$19.7K | ﹤0.01% | 315 |
|
|
2024
Q4 | $64.7K | Hold |
269
| – | – | 0.01% | 266 |
|
|
2024
Q3 | $63.7K | Sell |
269
-79
| -23% | -$18.7K | 0.01% | 266 |
|
|
2024
Q2 | $75.9K | Sell |
348
-151
| -30% | -$32.9K | 0.01% | 259 |
|
|
2024
Q1 | $114K | Buy |
499
+1
| +0.2% | +$229 | 0.01% | 225 |
|
|
2023
Q4 | $106K | Buy |
498
+310
| +165% | +$66.1K | 0.01% | 232 |
|
|
2023
Q3 | $35.5K | Hold |
188
| – | – | 0.01% | 300 |
|
|
2023
Q2 | $37.4K | Hold |
188
| – | – | 0.01% | 307 |
|
|
2023
Q1 | $35.6K | Buy |
+188
| New | +$35.6K | 0.01% | 312 |
|
|
2018
Q1 | – | Sell |
-200
| Closed | -$30K | – | 464 |
|
|
2017
Q4 | $30K | Buy |
+200
| New | +$30K | 0.01% | 244 |
|