Trust Company of the South’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Buy |
63,362
+9,332
| +17% | +$2.21M | 2.67% | 10 |
|
|
2025
Q1 | $12M | Buy |
54,030
+3,360
| +7% | +$745K | 2.5% | 8 |
|
|
2024
Q4 | $12.2M | Buy |
50,670
+8,362
| +20% | +$2.01M | 2.48% | 9 |
|
|
2024
Q3 | $10M | Buy |
42,308
+4,740
| +13% | +$1.12M | 2.13% | 10 |
|
|
2024
Q2 | $8.19M | Hold |
37,568
| – | – | 1.94% | 10 |
|
|
2024
Q1 | $8.59M | Buy |
37,568
+10,511
| +39% | +$2.4M | 1.98% | 10 |
|
|
2023
Q4 | $5.77M | Buy |
+27,057
| New | +$5.77M | 1.53% | 11 |
|