United Advisor Group’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 | $487K | Buy |
2,056
+45
| +2% | +$10.7K | 0.08% | 223 |
|
|
2025
Q1 | $446K | Buy |
2,011
+234
| +13% | +$51.9K | 0.09% | 204 |
|
|
2024
Q4 | $427K | Sell |
1,777
-96
| -5% | -$23.1K | 0.08% | 225 |
|
|
2024
Q3 | $444K | Buy |
1,873
+88
| +5% | +$20.9K | 0.1% | 209 |
|
|
2024
Q2 | $389K | Buy |
+1,785
| New | +$389K | 0.12% | 169 |
|