West Coast Financial’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 | – | Sell |
-3,157
| Closed | -$700K | – | 142 |
|
|
2025
Q1 | $700K | Hold |
3,157
| – | – | 0.08% | 87 |
|
|
2024
Q4 | $759K | Hold |
3,157
| – | – | 0.08% | 85 |
|
|
2024
Q3 | $749K | Hold |
3,157
| – | – | 0.08% | 90 |
|
|
2024
Q2 | $688K | Hold |
3,157
| – | – | 0.08% | 87 |
|
|
2024
Q1 | $722K | Hold |
3,157
| – | – | 0.09% | 85 |
|
|
2023
Q4 | $673K | Sell |
3,157
-97
| -3% | -$20.7K | 0.09% | 84 |
|
|
2023
Q3 | $615K | Hold |
3,254
| – | – | 0.09% | 87 |
|
|
2023
Q2 | $647K | Sell |
3,254
-12
| -0.4% | -$2.39K | 0.09% | 88 |
|
|
2023
Q1 | $619K | Sell |
3,266
-98
| -3% | -$18.6K | 0.09% | 84 |
|
|
2022
Q4 | $617K | Sell |
3,364
-219
| -6% | -$40.2K | 0.1% | 80 |
|
|
2022
Q3 | $612K | Hold |
3,583
| – | – | 0.11% | 78 |
|
|
2022
Q2 | $631K | Sell |
3,583
-2,485
| -41% | -$438K | 0.11% | 74 |
|
|
2022
Q1 | $1.29M | Sell |
6,068
-1,081
| -15% | -$230K | 0.2% | 67 |
|
|
2021
Q4 | $1.62M | Sell |
7,149
-1,277
| -15% | -$289K | 0.23% | 63 |
|
|
2021
Q3 | $1.84M | Sell |
8,426
-211
| -2% | -$46.2K | 0.3% | 61 |
|
|
2021
Q2 | $1.95M | Sell |
8,637
-166
| -2% | -$37.4K | 0.32% | 59 |
|
|
2021
Q1 | $1.89M | Buy |
8,803
+675
| +8% | +$145K | 0.33% | 59 |
|
|
2020
Q4 | $1.58M | Buy |
8,128
+1,456
| +22% | +$283K | 0.3% | 57 |
|
|
2020
Q3 | $1.03M | Buy |
+6,672
| New | +$1.03M | 0.23% | 61 |
|
|
2018
Q4 | – | Sell |
-11,174
| Closed | -$1.82M | – | 133 |
|
|
2018
Q3 | $1.82M | Buy |
+11,174
| New | +$1.82M | 0.42% | 56 |
|