Vanguard Personalized Indexing Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Buy |
2,754
+275
| +11% | +$65.2K | 0.01% | 1073 |
|
|
2025
Q1 | $550K | Buy |
2,479
+390
| +19% | +$86.5K | 0.01% | 1067 |
|
|
2024
Q4 | $502K | Sell |
2,089
-95
| -4% | -$22.8K | 0.01% | 1114 |
|
|
2024
Q3 | $518K | Buy |
2,184
+447
| +26% | +$106K | 0.01% | 1080 |
|
|
2024
Q2 | $379K | Buy |
1,737
+11
| +0.6% | +$2.4K | 0.01% | 1155 |
|
|
2024
Q1 | $395K | Sell |
1,726
-8
| -0.5% | -$1.83K | 0.01% | 1135 |
|
|
2023
Q4 | $370K | Buy |
1,734
+546
| +46% | +$116K | 0.01% | 1145 |
|
|
2023
Q3 | $225K | Hold |
1,188
| – | – | 0.01% | 1252 |
|
|
2023
Q2 | $236K | Sell |
1,188
-119
| -9% | -$23.7K | 0.01% | 1254 |
|
|
2023
Q1 | $248K | Sell |
1,307
-486
| -27% | -$92.1K | 0.01% | 1213 |
|
|
2022
Q4 | $329K | Sell |
1,793
-147
| -8% | -$27K | 0.01% | 947 |
|
|
2022
Q3 | $331K | Buy |
+1,940
| New | +$331K | 0.02% | 930 |
|
|
2022
Q2 | – | Sell |
-2,593
| Closed | -$551K | – | 1331 |
|
|
2022
Q1 | $551K | Sell |
2,593
-975
| -27% | -$207K | 0.03% | 790 |
|
|
2021
Q4 | $806K | Sell |
3,568
-267
| -7% | -$60.3K | 0.05% | 501 |
|
|
2021
Q3 | $839K | Buy |
+3,835
| New | +$839K | 0.08% | 282 |
|