YHB Investment Advisors’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 | $234K | Buy |
987
+1
| +0.1% | +$237 | 0.02% | 286 |
|
|
2025
Q1 | $219K | Sell |
986
-171
| -15% | -$37.9K | 0.02% | 279 |
|
|
2024
Q4 | $278K | Sell |
1,157
-669
| -37% | -$161K | 0.02% | 242 |
|
|
2024
Q3 | $433K | Sell |
1,826
-1,066
| -37% | -$253K | 0.04% | 210 |
|
|
2024
Q2 | $631K | Sell |
2,892
-120
| -4% | -$26.2K | 0.05% | 180 |
|
|
2024
Q1 | $689K | Sell |
3,012
-375
| -11% | -$85.7K | 0.06% | 170 |
|
|
2023
Q4 | $723K | Hold |
3,387
| – | – | 0.07% | 159 |
|
|
2023
Q3 | $640K | Sell |
3,387
-485
| -13% | -$91.7K | 0.06% | 169 |
|
|
2023
Q2 | $770K | Sell |
3,872
-1
| -0% | -$199 | 0.07% | 159 |
|
|
2023
Q1 | $734K | Buy |
3,873
+2,025
| +110% | +$384K | 0.07% | 160 |
|
|
2022
Q4 | $339K | Buy |
+1,848
| New | +$339K | 0.04% | 211 |
|