West Branch Capital’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 | $29.9K | Hold |
126
| – | – | 0.01% | 177 |
|
|
2025
Q1 | $27.9K | Buy |
126
+100
| +385% | +$22.2K | 0.01% | 189 |
|
|
2024
Q4 | $6.25K | Hold |
26
| – | – | ﹤0.01% | 320 |
|
|
2024
Q3 | $6.17K | Buy |
26
+16
| +160% | +$3.8K | ﹤0.01% | 320 |
|
|
2024
Q2 | $2.18K | Hold |
10
| – | – | ﹤0.01% | 380 |
|
|
2024
Q1 | $2.29K | Sell |
10
-5
| -33% | -$1.14K | ﹤0.01% | 378 |
|
|
2023
Q4 | $3.16K | Sell |
15
-74
| -83% | -$15.6K | ﹤0.01% | 374 |
|
|
2023
Q3 | $16.9K | Hold |
89
| – | – | 0.01% | 237 |
|
|
2023
Q2 | $17.8K | Hold |
89
| – | – | 0.01% | 238 |
|
|
2023
Q1 | $16.9K | Hold |
89
| – | – | 0.01% | 244 |
|
|
2022
Q4 | $16.4K | Sell |
89
-17
| -16% | -$3.13K | 0.01% | 242 |
|
|
2022
Q3 | $18K | Hold |
106
| – | – | 0.01% | 237 |
|
|
2022
Q2 | $19K | Hold |
106
| – | – | 0.01% | 235 |
|
|
2022
Q1 | $23K | Buy |
106
+21
| +25% | +$4.56K | 0.01% | 236 |
|
|
2021
Q4 | $19K | Buy |
85
+75
| +750% | +$16.8K | 0.01% | 267 |
|
|
2021
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 395 |
|
|
2021
Q2 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 410 |
|