Verdence Capital Advisors’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 | $796K | Buy |
3,359
+885
| +36% | +$210K | 0.05% | 300 |
|
2025
Q1 | $549K | Sell |
2,474
-873
| -26% | -$194K | 0.04% | 355 |
|
2024
Q4 | $804K | Buy |
3,347
+1,592
| +91% | +$383K | 0.06% | 274 |
|
2024
Q3 | $416K | Buy |
1,755
+323
| +23% | +$76.6K | 0.03% | 404 |
|
2024
Q2 | $312K | Sell |
1,432
-355
| -20% | -$77.4K | 0.03% | 451 |
|
2024
Q1 | $408K | Buy |
1,787
+27
| +2% | +$6.17K | 0.04% | 384 |
|
2023
Q4 | $375K | Buy |
1,760
+487
| +38% | +$104K | 0.04% | 401 |
|
2023
Q3 | $241K | Buy |
+1,273
| New | +$241K | 0.03% | 500 |
|