Waterford 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 | $879K | Buy |
382,721
+379,072
| +10,388% | +$871K | 0.32% | 28 |
|
|
2025
Q1 | $809K | Sell |
3,649
-16
| -0.4% | -$3.55K | 0.34% | 25 |
|
|
2024
Q4 | $881K | Sell |
3,665
-132
| -3% | -$31.7K | 0.45% | 21 |
|
|
2024
Q3 | $901K | Hold |
3,797
| – | – | 0.46% | 22 |
|
|
2024
Q2 | $828K | Hold |
3,797
| – | – | 0.35% | 26 |
|
|
2024
Q1 | $868K | Hold |
3,797
| – | – | 0.37% | 25 |
|
|
2023
Q4 | $810K | Sell |
3,797
-27
| -0.7% | -$5.76K | 0.38% | 24 |
|
|
2023
Q3 | $723K | Hold |
3,824
| – | – | 0.4% | 24 |
|
|
2023
Q2 | $761K | Sell |
3,824
-27
| -0.7% | -$5.37K | 0.37% | 27 |
|
|
2023
Q1 | $730K | Buy |
3,851
+123
| +3% | +$23.3K | 0.4% | 25 |
|
|
2022
Q4 | $684K | Buy |
+3,728
| New | +$684K | 0.4% | 25 |
|