Welch Group’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 | $231K | Buy |
+974
| New | +$231K | 0.01% | 244 |
|
|
2025
Q1 | – | Sell |
-874
| Closed | -$210K | – | 277 |
|
|
2024
Q4 | $210K | Buy |
874
+17
| +2% | +$4.08K | 0.01% | 247 |
|
|
2024
Q3 | $203K | Buy |
+857
| New | +$203K | 0.01% | 255 |
|
|
2023
Q1 | – | Sell |
-1,688
| Closed | -$310K | – | 226 |
|
|
2022
Q4 | $310K | Sell |
1,688
-870
| -34% | -$160K | 0.02% | 156 |
|
|
2022
Q3 | $437K | Sell |
2,558
-12
| -0.5% | -$2.05K | 0.03% | 106 |
|
|
2022
Q2 | $453K | Hold |
2,570
| – | – | 0.03% | 111 |
|
|
2022
Q1 | $546K | Sell |
2,570
-316
| -11% | -$67.1K | 0.03% | 112 |
|
|
2021
Q4 | $652K | Buy |
+2,886
| New | +$652K | 0.04% | 105 |
|