Verum Partners’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 | $8.53M | Buy |
35,976
+20,872
| +138% | +$4.95M | 1.96% | 13 |
|
|
2025
Q1 | $3.35M | Buy |
15,104
+2,234
| +17% | +$495K | 0.9% | 23 |
|
|
2024
Q4 | $3.09M | Buy |
12,870
+44
| +0.3% | +$10.6K | 0.89% | 25 |
|
|
2024
Q3 | $3.04M | Sell |
12,826
-54
| -0.4% | -$12.8K | 0.89% | 24 |
|
|
2024
Q2 | $2.81M | Sell |
12,880
-133
| -1% | -$29K | 0.91% | 24 |
|
|
2024
Q1 | $2.97M | Sell |
13,013
-264
| -2% | -$60.3K | 1.06% | 23 |
|
|
2023
Q4 | $2.83M | Buy |
13,277
+2,480
| +23% | +$529K | 1.12% | 25 |
|
|
2023
Q3 | $2.04M | Buy |
10,797
+7,910
| +274% | +$1.5M | 0.91% | 33 |
|
|
2023
Q2 | $574K | Sell |
2,887
-160
| -5% | -$31.8K | 0.52% | 44 |
|
|
2023
Q1 | $578K | Hold |
3,047
| – | – | 0.62% | 36 |
|
|
2022
Q4 | $559K | Buy |
+3,047
| New | +$559K | 0.69% | 38 |
|