WealthCare Investment 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 | $477K | Buy |
1,963
+3
| +0.2% | +$730 | 0.17% | 110 |
|
|
2025
Q1 | $396K | Buy |
1,960
+100
| +5% | +$20.2K | 0.17% | 106 |
|
|
2024
Q4 | $446K | Sell |
1,860
-43
| -2% | -$10.3K | 0.19% | 102 |
|
|
2024
Q3 | $447K | Buy |
1,903
+25
| +1% | +$5.87K | 0.2% | 96 |
|
|
2024
Q2 | $410K | Sell |
1,878
-49
| -3% | -$10.7K | 0.19% | 95 |
|
|
2024
Q1 | $440K | Sell |
1,927
-108
| -5% | -$24.7K | 0.21% | 91 |
|
|
2023
Q4 | $428K | Sell |
2,035
-62
| -3% | -$13K | 0.23% | 88 |
|
|
2023
Q3 | $391K | Sell |
2,097
-8
| -0.4% | -$1.49K | 0.24% | 79 |
|
|
2023
Q2 | $416K | Sell |
2,105
-500
| -19% | -$98.8K | 0.25% | 74 |
|
|
2023
Q1 | $494K | Sell |
2,605
-327
| -11% | -$62K | 0.3% | 71 |
|
|
2022
Q4 | $538K | Sell |
2,932
-463
| -14% | -$85K | 0.37% | 65 |
|
|
2022
Q3 | $580K | Sell |
3,395
-99
| -3% | -$16.9K | 0.48% | 55 |
|
|
2022
Q2 | $615K | Sell |
3,494
-470
| -12% | -$82.7K | 0.53% | 55 |
|
|
2022
Q1 | $830K | Sell |
3,964
-579
| -13% | -$121K | 0.74% | 38 |
|
|
2021
Q4 | $1.03M | Buy |
+4,543
| New | +$1.03M | 0.99% | 28 |
|