UF
Univest Financial’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $333K | Sell |
1,407
-2,780
| -66% | -$659K | 0.02% | 219 |
|
|
2025
Q1 | $928K | Sell |
4,187
-368
| -8% | -$81.6K | 0.06% | 159 |
|
|
2024
Q4 | $1.09M | Buy |
4,555
+2,727
| +149% | +$655K | 0.07% | 152 |
|
|
2024
Q3 | $434K | Buy |
+1,828
| New | +$434K | 0.03% | 206 |
|