Westmount 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 | $699K | Buy |
2,949
+57
| +2% | +$13.5K | 0.19% | 100 |
|
|
2025
Q1 | $641K | Buy |
2,892
+1,416
| +96% | +$314K | 0.2% | 106 |
|
|
2024
Q4 | $355K | Sell |
1,476
-159
| -10% | -$38.2K | 0.11% | 148 |
|
|
2024
Q3 | $388K | Buy |
1,635
+164
| +11% | +$38.9K | 0.12% | 146 |
|
|
2024
Q2 | $318K | Buy |
1,471
+9
| +0.6% | +$1.95K | 0.11% | 155 |
|
|
2024
Q1 | $334K | Sell |
1,462
-16
| -1% | -$3.66K | 0.12% | 150 |
|
|
2023
Q4 | $315K | Buy |
1,478
+400
| +37% | +$85.3K | 0.13% | 144 |
|
|
2023
Q3 | $204K | Buy |
1,078
+3
| +0.3% | +$567 | 0.09% | 180 |
|
|
2023
Q2 | $214K | Sell |
1,075
-124
| -10% | -$24.7K | 0.09% | 168 |
|
|
2023
Q1 | $227K | Buy |
+1,199
| New | +$227K | 0.11% | 160 |
|