Westside Investment Management’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 | $2.19M | Sell |
9,202
-637
| -6% | -$151K | 0.41% | 65 |
|
|
2025
Q1 | $2.18M | Buy |
9,839
+202
| +2% | +$44.8K | 0.47% | 57 |
|
|
2024
Q4 | $2.32M | Buy |
9,637
+10
| +0.1% | +$2.4K | 0.49% | 55 |
|
|
2024
Q3 | $2.26M | Buy |
9,627
+44
| +0.5% | +$10.3K | 0.48% | 55 |
|
|
2024
Q2 | $2.09M | Sell |
9,583
-100
| -1% | -$21.9K | 0.48% | 51 |
|
|
2024
Q1 | $2.21M | Sell |
9,683
-31
| -0.3% | -$7.08K | 0.53% | 46 |
|
|
2023
Q4 | $2.07M | Sell |
9,714
-42
| -0.4% | -$8.96K | 0.53% | 50 |
|
|
2023
Q3 | $1.84M | Buy |
9,756
+50
| +0.5% | +$9.45K | 0.53% | 50 |
|
|
2023
Q2 | $1.93M | Buy |
9,706
+120
| +1% | +$23.9K | 0.55% | 47 |
|
|
2023
Q1 | $1.81M | Sell |
9,586
-1,611
| -14% | -$305K | 0.53% | 50 |
|
|
2022
Q4 | $367K | Buy |
11,197
+1,378
| +14% | +$45.1K | 0.9% | 24 |
|
|
2022
Q3 | $323K | Buy |
9,819
+81
| +0.8% | +$2.66K | 0.77% | 31 |
|
|
2022
Q2 | $390K | Buy |
9,738
+55
| +0.6% | +$2.2K | 0.88% | 27 |
|
|
2022
Q1 | $404K | Sell |
9,683
-26
| -0.3% | -$1.09K | 0.89% | 27 |
|
|
2021
Q4 | $419K | Buy |
9,709
+87
| +0.9% | +$3.75K | 0.95% | 27 |
|
|
2021
Q3 | $416K | Buy |
9,622
+531
| +6% | +$22.9K | 0.96% | 27 |
|
|
2021
Q2 | $417K | Sell |
9,091
-320
| -3% | -$14.7K | 0.97% | 26 |
|
|
2021
Q1 | $397K | Sell |
9,411
-272
| -3% | -$11.5K | 1.05% | 23 |
|
|
2020
Q4 | $361K | Buy |
9,683
+295
| +3% | +$11K | 0.99% | 21 |
|
|
2020
Q3 | $240K | Sell |
9,388
-91
| -1% | -$2.32K | 0.11% | 30 |
|
|
2020
Q2 | $220K | Sell |
9,479
-176
| -2% | -$4.08K | 0.13% | 25 |
|
|
2020
Q1 | $174K | Buy |
+9,655
| New | +$174K | 0.12% | 24 |
|
|
2019
Q2 | $1.63K | Buy |
+10,421
| New | +$1.63K | ﹤0.01% | 101 |
|
|
2018
Q4 | $1.64M | Buy |
12,422
+1,081
| +10% | +$143K | 0.6% | 27 |
|
|
2018
Q3 | $1.83M | Buy |
11,341
+332
| +3% | +$53.4K | 0.58% | 21 |
|
|
2018
Q2 | $1.72M | Sell |
11,009
-160
| -1% | -$25K | 0.61% | 24 |
|
|
2018
Q1 | $1.6M | Buy |
11,169
+1,798
| +19% | +$258K | 0.88% | 21 |
|
|
2017
Q4 | $1.41M | Buy |
9,371
+2,081
| +29% | +$313K | 0.76% | 26 |
|
|
2017
Q3 | $1.04M | Buy |
7,290
+20
| +0.3% | +$2.85K | 0.63% | 39 |
|
|
2017
Q2 | $981K | Buy |
7,270
+1,005
| +16% | +$136K | 0.64% | 36 |
|
|
2017
Q1 | $820K | Buy |
6,265
+1,020
| +19% | +$133K | 0.39% | 44 |
|
|
2016
Q4 | $688K | Buy |
+5,245
| New | +$688K | 0.47% | 25 |
|