Tyler-Stone Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-385
| Closed | -$83.9K | – | 859 |
|
|
2024
Q2 | $83.9K | Hold |
385
| – | – | 0.03% | 305 |
|
|
2024
Q1 | $88K | Hold |
385
| – | – | 0.04% | 291 |
|
|
2023
Q4 | $82.1K | Buy |
385
+50
| +15% | +$10.7K | 0.04% | 287 |
|
|
2023
Q3 | $63K | Hold |
335
| – | – | 0.04% | 311 |
|
|
2023
Q2 | $67K | Buy |
+335
| New | +$67K | 0.04% | 306 |
|
|
2022
Q4 | $58K | Sell |
314
-14
| -4% | -$2.59K | 0.04% | 297 |
|
|
2022
Q3 | $56K | Hold |
328
| – | – | 0.04% | 285 |
|
|
2022
Q2 | $58K | Sell |
328
-507
| -61% | -$89.7K | 0.04% | 298 |
|
|
2022
Q1 | $177K | Hold |
835
| – | – | 0.1% | 186 |
|
|
2021
Q4 | $189K | Buy |
+835
| New | +$189K | 0.1% | 192 |
|