Accel Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $662K | Buy |
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|
2025
Q2 | $592K | Sell |
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|
2025
Q1 | $585K | Sell |
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|
2024
Q4 | $641K | Buy |
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|
2024
Q3 | $602K | Sell |
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|
2024
Q2 | $558K | Sell |
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|
2024
Q1 | $586K | Hold |
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|
2023
Q4 | $547K | Buy |
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|
2023
Q3 | $481K | Buy |
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|
2023
Q2 | $433K | Buy |
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|
2023
Q1 | $75.1K | Sell |
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|
2022
Q4 | $76.9K | Sell |
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|
2022
Q3 | $88K | Sell |
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|
2022
Q2 | $88K | Sell |
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|
2022
Q1 | $107K | Sell |
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|
2021
Q4 | $150K | Buy |
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|
2021
Q3 | $131K | Buy |
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|
2021
Q2 | $121K | Buy |
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|
2021
Q1 | $105K | Buy |
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|
2020
Q4 | $85K | Buy |
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