AllSquare 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
Q2 | $635K | Hold |
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|
2025
Q1 | $594K | Buy |
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|
2024
Q4 | $632K | Buy |
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|
2024
Q3 | $569K | Buy |
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|
2024
Q2 | $405K | Sell |
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|
2024
Q1 | $430K | Hold |
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|
2023
Q4 | $401K | Hold |
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|
2023
Q3 | $355K | Buy |
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|
2023
Q2 | $320K | Sell |
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|
2023
Q1 | $345K | Sell |
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|
2022
Q4 | $335K | Buy |
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|
2022
Q3 | $312K | Sell |
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|
2022
Q2 | $346K | Sell |
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|
2022
Q1 | $424K | Sell |
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|
2021
Q4 | $493K | Sell |
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|
2021
Q3 | $481K | Buy |
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|
2021
Q2 | $493K | Buy |
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|
2021
Q1 | $439K | Sell |
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|
2020
Q4 | $405K | Sell |
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|
2020
Q3 | $473K | Sell |
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|
2020
Q2 | $520K | Sell |
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|
2020
Q1 | $416K | Sell |
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|
2019
Q4 | $636K | Sell |
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|
2019
Q3 | $671K | Sell |
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|
2019
Q2 | $702K | Buy |
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|
2019
Q1 | $680K | Buy |
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|
2018
Q4 | $565K | Buy |
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|
2018
Q3 | $681K | Sell |
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|
2018
Q2 | $763K | Buy |
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|
2018
Q1 | $607K | Buy |
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|
2017
Q4 | $546K | Buy |
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|
2017
Q3 | $484K | Buy |
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|
2017
Q2 | $452K | Buy |
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|
2017
Q1 | $320K | Buy |
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|
2016
Q4 | $253K | Buy |
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|
2016
Q3 | $10K | Buy |
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