Valley Financial 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 | $350K | Buy |
1,478
+70
| +5% | +$16.6K | 0.21% | 41 |
|
|
2025
Q1 | $312K | Buy |
1,408
+134
| +11% | +$29.7K | 0.21% | 43 |
|
|
2024
Q4 | $306K | Buy |
1,274
+6
| +0.5% | +$1.44K | 0.21% | 43 |
|
|
2024
Q3 | $301K | Buy |
1,268
+9
| +0.7% | +$2.14K | 0.21% | 45 |
|
|
2024
Q2 | $275K | Buy |
1,259
+10
| +0.8% | +$2.18K | 0.2% | 45 |
|
|
2024
Q1 | $286K | Sell |
1,249
-198
| -14% | -$45.3K | 0.22% | 44 |
|
|
2023
Q4 | $309K | Buy |
+1,447
| New | +$309K | 0.24% | 44 |
|