Trademark Financial Management’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 | $326K | Sell |
1,375
-397
| -22% | -$94.1K | 0.2% | 70 |
|
|
2025
Q1 | $393K | Sell |
1,772
-58
| -3% | -$12.9K | 0.3% | 59 |
|
|
2024
Q4 | $440K | Sell |
1,830
-140
| -7% | -$33.6K | 0.35% | 57 |
|
|
2024
Q3 | $467K | Sell |
1,970
-830
| -30% | -$197K | 0.37% | 54 |
|
|
2024
Q2 | $611K | Sell |
2,800
-361
| -11% | -$78.7K | 0.5% | 47 |
|
|
2024
Q1 | $723K | Sell |
3,161
-400
| -11% | -$91.4K | 0.6% | 38 |
|
|
2023
Q4 | $760K | Buy |
+3,561
| New | +$760K | 0.56% | 41 |
|