Unionview LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $437K | Sell |
1,820
-63
| -3% | -$15.1K | 0.32% | 47 |
|
|
2024
Q3 | $447K | Buy |
1,883
+7
| +0.4% | +$1.66K | 0.35% | 47 |
|
|
2024
Q2 | $409K | Hold |
1,876
| – | – | 0.33% | 50 |
|
|
2024
Q1 | $429K | Buy |
1,876
+6
| +0.3% | +$1.37K | 0.35% | 49 |
|
|
2023
Q4 | $399K | Sell |
1,870
-55
| -3% | -$11.7K | 0.36% | 48 |
|
|
2023
Q3 | $364K | Buy |
1,925
+6
| +0.3% | +$1.14K | 0.34% | 49 |
|
|
2023
Q2 | $382K | Sell |
1,919
-73
| -4% | -$14.5K | 0.35% | 51 |
|
|
2023
Q1 | $378K | Buy |
1,992
+7
| +0.4% | +$1.33K | 0.35% | 52 |
|
|
2022
Q4 | $364K | Buy |
1,985
+43
| +2% | +$7.89K | 0.36% | 52 |
|
|
2022
Q3 | $332K | Buy |
1,942
+169
| +10% | +$28.9K | 0.38% | 50 |
|
|
2022
Q2 | $312K | Buy |
1,773
+235
| +15% | +$41.4K | 0.35% | 52 |
|
|
2022
Q1 | $327K | Hold |
1,538
| – | – | 0.31% | 59 |
|
|
2021
Q4 | $348K | Buy |
+1,538
| New | +$348K | 0.33% | 54 |
|