White Wing Wealth 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 | $12.7M | Buy |
53,389
+1,321
| +3% | +$313K | 8.57% | 5 |
|
|
2025
Q1 | $10.8M | Buy |
52,068
+3,155
| +6% | +$653K | 8.4% | 4 |
|
|
2024
Q4 | $11.8M | Buy |
48,913
+436
| +0.9% | +$105K | 8.74% | 3 |
|
|
2024
Q3 | $11.5M | Sell |
48,477
-332
| -0.7% | -$78.8K | 8.86% | 4 |
|
|
2024
Q2 | $10.6M | Sell |
48,809
-1,016
| -2% | -$222K | 8.52% | 4 |
|
|
2024
Q1 | $11.3M | Sell |
49,825
-310
| -0.6% | -$70.3K | 9.37% | 4 |
|
|
2023
Q4 | $10.5M | Buy |
+50,135
| New | +$10.5M | 9.69% | 4 |
|