Vantage Financial Partners (Wisconsin)’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 | $854K | Sell |
3,604
-97
| -3% | -$23K | 0.2% | 72 |
|
|
2025
Q1 | $821K | Sell |
3,701
-2,066
| -36% | -$458K | 0.2% | 70 |
|
|
2024
Q4 | $1.39M | Sell |
5,767
-878
| -13% | -$211K | 0.35% | 42 |
|
|
2024
Q3 | $1.58M | Sell |
6,645
-1,236
| -16% | -$293K | 0.39% | 34 |
|
|
2024
Q2 | $1.72M | Sell |
7,881
-2,244
| -22% | -$489K | 0.45% | 28 |
|
|
2024
Q1 | $2.31M | Buy |
10,125
+117
| +1% | +$26.7K | 0.62% | 27 |
|
|
2023
Q4 | $2.14M | Buy |
10,008
+8,624
| +623% | +$1.84M | 0.63% | 26 |
|
|
2023
Q3 | $262K | Sell |
1,384
-4
| -0.3% | -$756 | 0.1% | 64 |
|
|
2023
Q2 | $276K | Buy |
1,388
+6
| +0.4% | +$1.19K | 0.1% | 64 |
|
|
2023
Q1 | $262K | Sell |
1,382
-90
| -6% | -$17.1K | 0.1% | 67 |
|
|
2022
Q4 | $270K | Sell |
1,472
-560
| -28% | -$103K | 0.16% | 48 |
|
|
2022
Q3 | $347K | Buy |
2,032
+75
| +4% | +$12.8K | 0.23% | 33 |
|
|
2022
Q2 | $345K | Sell |
1,957
-241
| -11% | -$42.5K | 0.2% | 36 |
|
|
2022
Q1 | $467K | Buy |
2,198
+4
| +0.2% | +$850 | 0.24% | 32 |
|
|
2021
Q4 | $496K | Buy |
+2,194
| New | +$496K | 0.19% | 30 |
|