Winch Advisory Services’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 | $29.8K | Sell |
126
-28
| -18% | -$6.63K | 0.01% | 201 |
|
|
2025
Q1 | $34.2K | Buy |
154
+1
| +0.7% | +$222 | 0.01% | 180 |
|
|
2024
Q4 | $36.9K | Sell |
153
-45
| -23% | -$10.8K | 0.01% | 180 |
|
|
2024
Q3 | $47.1K | Buy |
198
+46
| +30% | +$10.9K | 0.01% | 159 |
|
|
2024
Q2 | $33.1K | Hold |
152
| – | – | 0.01% | 178 |
|
|
2024
Q1 | $34.7K | Buy |
152
+1
| +0.7% | +$228 | 0.01% | 174 |
|
|
2023
Q4 | $32.3K | Hold |
151
| – | – | 0.01% | 175 |
|
|
2023
Q3 | $28K | Buy |
151
+1
| +0.7% | +$185 | 0.01% | 177 |
|
|
2023
Q2 | $30K | Buy |
150
+1
| +0.7% | +$200 | 0.01% | 166 |
|
|
2023
Q1 | $28K | Hold |
149
| – | – | 0.01% | 171 |
|
|
2022
Q4 | $27K | Sell |
149
-762
| -84% | -$138K | 0.01% | 166 |
|
|
2022
Q3 | $156K | Buy |
911
+18
| +2% | +$3.08K | 0.07% | 75 |
|
|
2022
Q2 | $157K | Hold |
893
| – | – | 0.06% | 77 |
|
|
2022
Q1 | $190K | Sell |
893
-234
| -21% | -$49.8K | 0.07% | 77 |
|
|
2021
Q4 | $255K | Buy |
1,127
+2
| +0.2% | +$453 | 0.08% | 71 |
|
|
2021
Q3 | $246K | Sell |
1,125
-12
| -1% | -$2.62K | 0.09% | 66 |
|
|
2021
Q2 | $256K | Buy |
1,137
+999
| +724% | +$225K | 0.09% | 65 |
|
|
2021
Q1 | $30K | Hold |
138
| – | – | 0.01% | 153 |
|
|
2020
Q4 | $27K | Buy |
138
+68
| +97% | +$13.3K | 0.01% | 135 |
|
|
2020
Q3 | $11K | Hold |
70
| – | – | ﹤0.01% | 198 |
|
|
2020
Q2 | $10K | Hold |
70
| – | – | ﹤0.01% | 199 |
|
|
2020
Q1 | $8K | Buy |
+70
| New | +$8K | ﹤0.01% | 191 |
|
|
2015
Q3 | – | Sell |
-10,383
| Closed | -$1.26M | – | 280 |
|
|
2015
Q2 | $1.26M | Buy |
10,383
+10,266
| +8,774% | +$1.25M | 0.69% | 40 |
|
|
2015
Q1 | $14K | Buy |
+117
| New | +$14K | 0.01% | 126 |
|
|
2014
Q4 | – | Sell |
-108
| Closed | -$12K | – | 171 |
|
|
2014
Q3 | $12K | Hold |
108
| – | – | 0.01% | 122 |
|
|
2014
Q2 | $13K | Hold |
108
| – | – | 0.01% | 153 |
|
|
2014
Q1 | $12K | Buy |
+108
| New | +$12K | 0.01% | 168 |
|