Values Added Financial’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 | $341K | Sell |
1,441
-609
| -30% | -$144K | 0.17% | 91 |
|
|
2025
Q1 | $455K | Buy |
2,050
+985
| +92% | +$218K | 0.25% | 70 |
|
|
2024
Q4 | $256K | Hold |
1,065
| – | – | 0.15% | 103 |
|
|
2024
Q3 | $253K | Sell |
1,065
-280
| -21% | -$66.4K | 0.16% | 94 |
|
|
2024
Q2 | $293K | Buy |
+1,345
| New | +$293K | 0.21% | 73 |
|
|
2024
Q1 | – | Sell |
-1,006
| Closed | -$215K | – | 86 |
|
|
2023
Q4 | $215K | Buy |
+1,006
| New | +$215K | 0.18% | 79 |
|