Vawter 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 | $297K | Sell |
1,255
-44,415
| -97% | -$10.5M | 3.36% | 12 |
|
|
2025
Q1 | $10.1M | Buy |
45,670
+2,555
| +6% | +$567K | 5.68% | 4 |
|
|
2024
Q4 | $10.4M | Buy |
43,115
+671
| +2% | +$161K | 6.22% | 3 |
|
|
2024
Q3 | $10.1M | Buy |
42,444
+703
| +2% | +$167K | 6.15% | 3 |
|
|
2024
Q2 | $9.1M | Buy |
41,741
+649
| +2% | +$142K | 6.25% | 2 |
|
|
2024
Q1 | $9.39M | Buy |
41,092
+944
| +2% | +$216K | 6.82% | 2 |
|
|
2023
Q4 | $8.56M | Buy |
40,148
+9,954
| +33% | +$2.12M | 6.7% | 3 |
|
|
2023
Q3 | $5.71M | Sell |
30,194
-7,871
| -21% | -$1.49M | 6.47% | 3 |
|
|
2023
Q2 | $7.57M | Buy |
38,065
+1,912
| +5% | +$380K | 6.55% | 3 |
|
|
2023
Q1 | $6.85M | Buy |
36,153
+4,797
| +15% | +$909K | 6.95% | 5 |
|
|
2022
Q4 | $5.76M | Buy |
+31,356
| New | +$5.76M | 6.7% | 7 |
|